Topics Include:
- Overview
- Types of Charitable Remainder Trusts
- Types of Charitable Lead Trusts
- Trust Considerations:
- Payout
- Terms
- Uses and Language
- Tax Consequences
- How to Assign Income to Charity
- Funding and Investment Options
Presented by Jessica Diaz, Esq., Sherman & Howard LLC, Margot Edwards, Esq., Holland & Hart LLP, Elizabeth Meck, Esq., Northern Trust, and L. William Schmidt, Jr., Esq.
Submitted for 4 General CLE Credits
This session is part of the nine program “Understanding and Using Trusts” series. To view and register for the full series click here.
If special accommodations are needed, please contact us at clereception@cobar.org. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Please note that the home study will be available approximately 2-3 weeks following the live program.