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Course 4: Problem-Solving Applications of Charitable Remainder Trusts

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Charitable Remainder Trusts (CRT) are an attractive financial and/or estate planning tool for planners and their clients when done correctly.  In this course, you will learn about the financial and tax benefits, different types and uses, common applications and special considerations of CRTs.  Through various case scenarios, you will also learn how to appropriately harness their problem-solving benefits, combining their tax and income benefits with the special needs, goals and family situations of clients. 

  • Define and describe CRTs, how they work and their benefits to clients 
  • Explain the financial and tax advantages associated with CRTs
  • Describe the different types of CRTs and their uses
  • Recall important considerations when planning to sell real estate in CRTs

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Problem-Solving Applications of Charitable Remainder Trusts
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Open to view video.
Presentation Slides: Problem-Solving Applications of CRTs
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Open to download resource.
Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available