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Charitable Planning Opportunities

Wednesday, April 4, 2012 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

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This program has already taken place, but you can still catch up on what you missed!

Visit the CLE Bookstore to purchase a CLE Materials Set, which includes online access to the recorded course presentation and a copy of the course book.

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This program will provide a broad overview of charitable planning techniques, including split interest gifts such as CLAT’s & CRUT’s, etc. The speaker will help the participants understand the context when these gifts may be appropriate for clients to consider and provide useful insights on how to evaluate which techniques may be most appropriate.

Sponsoring Section/Committee(s):




Patricia Johnson


BBA Event Calendar