Education and Training
Funding Charitable Split-Interest Trusts
With Difficult Assets
Presenter: Daniel L. Daniels & David T.
Leibell, Cummings & Lockwood LLC, Stamford, CT
(Broadcast date: 7/13/05)
Program Description
More and more wealthy families wish to execute charitable
giving strategies with assets other than simple stocks and
bonds. This session will discuss the unique opportunities and
the special challenges presented by using difficult assets, such
as closely held business interest, real estate and alternative
investments to fund charitable remainder trusts and charitable
lead trusts. This presentation was originally presented at the
2004 National Conference on Planned Giving.
Learning objectives for this presentation include:
-
Basic understanding of split-interest trusts.
-
Basic understanding of UBIT concerns associated with
difficult gift assets.
-
Become more creative gift planners by accepting
complex real Basic understanding of other concerns
raised by difficult asset gifts and how to address
them.with confidence.
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