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Overview / Abstract:

The agent will become familiar with charitable trust organizations and the functions of these organizations. It is very important for the agent to understand the differences between these organizations, thus the text thoroughly explains all the aspects of these organizations.

The first section begins with an explanation of charitable lead requirements and strategy. After the intense introduction, other types of charitable lead trust such as inter vivos, and testamentary.

The second section involves defining CRTs scope and potential prospect. There is a comprehensive list of basic terminology that the agent may retain for real-life situations. Also, this section lists the characteristics that are common to all CRTs.


Sep 24, 2020


Financial Advisor CE, Insurance



Credits / Hours

12.0 Hours

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