Charitable giving in financial and estate planning can be complex in nature. This course provides participants with an understanding of, and familiarity with, charitable giving concepts.

In addition, the course looks at a number of advanced planning strategies in the area of charitable planning.

Agenda / Covered Topics

• To provide practitioners with an understanding and familiarity with charitable giving concepts
• Charitable giving using life insurance
• Charitable remainder trusts (CRATS and CRUTS)
• Charitable lead trusts
• Present value analysis
• Proper use of life insurance trusts

Included Materials

All ACPEN courses include handouts that are available to download. Handouts typically include a version of the slides used by the presenter, as well as a full course manual or other materials.

How To Access Your Course And The Accompanying Materials

You will receive an email directly from ACPEN with instructions for accessing your course and any accompanying materials.

How To Get Your CPE Credits

In order to obtain CPE credit for viewing ACPEN webcasts, you must view the course during the scheduled date and time. Throughout the program, you will be prompted to save three attendance codes per hour. At the conclusion of the program, your CPE Certificate will be issued assuming all attendance codes have been saved and submitted. Detailed instructions for this process are included in the course introduction and in written form as part of course materials.