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    EP: Leaving IRD/IRA Assets to Charitable Remainder Trust (CRT) with Bob Hoffman, CSPG, CFRE, FCEP

    EP: Leaving IRD/IRA Assets to Charitable Remainder Trust (CRT) with Bob Hoffman, CSPG, CFRE, FCEP

    FromThompson & Associates

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    EP: Leaving IRD/IRA Assets to Charitable Remainder Trust (CRT) with Bob Hoffman, CSPG, CFRE, FCEP

    FromThompson & Associates

    ratings:
    Length:
    15 minutes
    Released:
    May 23, 2014
    Format:
    Podcast episode

    Description

    Join President of Thompson & Associates, Cayce Powell, as he speaks with Senior Vice President Bob Hoffman, CSPG, CFRE, FCEP, as they discuss charitable remainder trusts (CRTs). In this podcast, they will cover the following points, and more: 1. What is a CRT?2. What is a testamentary CRT?3. What are the motivating reasons behind the decision to utilize this tool?4. What are benefits to families?5. What tax issues are involved?6. What are the tax advantages?7. What estates would benefit?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:
    May 23, 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.