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EP: Charitable Remainder Trusts (CRT) with Lynn Watson, J.D.

EP: Charitable Remainder Trusts (CRT) with Lynn Watson, J.D.

FromThompson & Associates


EP: Charitable Remainder Trusts (CRT) with Lynn Watson, J.D.

FromThompson & Associates

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)

Thompson & Associates partners with nonprofits to provide estate planning services to their supporters. This channel is designed to share nuggets of wisdom on various topics for both nonprofit organizations and their supporters, such as planned giving and estate planning tools; fundraising for annual, major and planned gifts, etc. Be sure to check back often for new content! Please visit us on the web at www.ceplan.com.