15 min listen
EP: Charitable Remainder Trusts (CRT) with Lynn Watson, J.D.
EP: Charitable Remainder Trusts (CRT) with Lynn Watson, J.D.
ratings:
Length:
11 minutes
Released:
Apr 15, 2014
Format:
Podcast episode
Description
Join President of Thompson & Associates, Cayce Powell, as he speaks with Vice President Lynn Watson, J.D., FCEP, discussing the basics of Charitable Remainder Trusts (CRT). In this podcast, they will cover the following points, and more:1. What is a Charitable Remainder Trust?2. How do you establish a CRT?3. What can you put into a CRT?4. What are different payout options for a CRT?EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.www.ceplan.com
Released:
Apr 15, 2014
Format:
Podcast episode
Titles in the series (99)
Estate Planning Flags #3: Non-probate Assets: In this episode, Cayce Powell, MBA, JD, FCEP and Bill Gustoff, JD, FCEP discuss nonprobate assets... by Thompson & Associates