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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