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Book One: You, Your Client, the Trust

Master the different types of charitable remainder trusts and how the motivations of a client lead to the use of one type over another.

  • Develop your knowledge of the major client motivations and how they affect choice of trust
  • Understand the mechanics of the five types of trust
  • View the governing regulatory hierarchy and how to navigate it
  • Learn what features actually differentiate the trusts
  • Find the key to what features are common to all of them
  • Perfect your knowledge of permissible donors, trustees, beneficiaries and charities
  • Solve the “income” issue for distributions to recipients