Charitable Remainder Unitrusts (CRUTs") can come in many different varieties and have many uses, many of which are not well understood by even experienced practitioners.  In addition many practitioners can make good use of client friendly explanations and slides, and may like to see exactly how Number Cruncher can be used to easily run numbers that can be used in demonstrations.

 

Please join Jerry Hesch, Alan Gassman and and Brandon Ketron in their exclusive LISI Webinar where they will cover the following points:

 

1.  Basic CRUT rules,  do's and don'ts, and when a CRAT may be preferred. 

 

2.  How to run numbers for CRUT's and how to demonstrate tax savings. 

 

3.  Drafting suggestions and what to change from the IRS or other forms.

 

4.  Use a CRUT for the primary purpose of income tax deferral or reduction.

 

4.  FLIP NIMCRUTS and how they work. 

 

5.  What can and cannot be owned under a CRUT, and CRUT alternatives. 

 

6.  Early termination opportunities and pitfalls.

 

7.  Innovative structures you may not know about. 

 

And much more!

 

There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.