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DEV: Charitable Remainder Trusts (CRTs) with Jason Meredith, J.D., FCEP

DEV: Charitable Remainder Trusts (CRTs) with Jason Meredith, J.D., FCEP

FromThompson & Associates


DEV: Charitable Remainder Trusts (CRTs) with Jason Meredith, J.D., FCEP

FromThompson & Associates

ratings:
Length:
10 minutes
Released:
Aug 30, 2014
Format:
Podcast episode

Description

Join Founder and CEO of Thompson & Associates, Eddie Thompson, as he speaks with Executive Vice President Jason Meredith, J.D., FCEP. They will discuss the basics of Charitable Remainder Trusts (CRTs). In this podcast, they will cover the following points, and more:1. What is a Charitable Remainder Trust (CRT)?2. What are the advantages of setting up a CRT in your Will?3. What type of asset(s) works best in a CRT?4. Is there a protective aspect of a CRT?5. How does the May 2014 Supreme Court ruling affect Inherited IRAs?6. How much does an individual have to have before you setup a CRT?DEV – The Development (DEV) podcasts, hosted by Thompson & Associates CEO Eddie Thompson, share wisdom from some of the nation’s most seasoned professionals on a wide variety of fundraising-related topics. www.ceplan.com
Released:
Aug 30, 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.