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Charitable Remainder Trust Fundamentals

 

Gain an understanding of how to implement charitable remainder trusts for your clients.

Charitable remainder trusts are unique tools that allow clients to attain significant income and estate tax advantages while satisfying charitable intent. It is often possible to make a significant charitable bequest while receiving substantial income tax and estate tax advantages. In a time when estate tax planning has become a lesser priority for most clients, a charitable remainder trust can be an effective mechanism for dealing with low basis and low income assets. This topic will enable you to understand the nuances of designing a charitable remainder trust that is effective in the specific situation of the client.

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Charitable Remainder Trust Fundamentals

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Charitable Remainder Trust Fundamentals

Faculty

William R. Hayes

William R. Hayes

Hayes & Wilson, PLLC

  • Attorney with the Hayes & Wilson, PLLC firm practicing in Houston
  • Specializing in estate planning, probate, guardianship, special needs and elder law
  • Frequent speaker on estate planning, charitable gifting, disability planning, elder law and Medicaid topics to a variety of professional, business and civic organizations
  • J.D. and B.B.A. degrees, Southern Methodist University
  • Can be contacted at 713-880-3939 or [email protected]
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Charitable Remainder Trust Fundamentals

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