This program has already taken place, but you
can still catch up on what you missed!
Visit the CLE
purchase a CLE Materials Set, which includes online access to the recorded
course presentation and a copy of the course book.
If you need CLE Credit, please click
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.