Webinar for Attorneys: Explaining Charitable Remainder Trusts: From Mystery to Mastery
Klaus Gottlieb, an estate planning attorney in San Luis Obispo, CA, is announcing a nationwide Continuing Legal Education (CLE) webinar on Charitable Remainder Trusts (CRTs). This on-demand webinar, available through California Education of the Bar (CEB), is titled “Explaining Charitable Remainder Trusts: From Mystery to Mastery.” It offers valuable guidance and insights for estate planning professionals.
Webinar Details:
- Title: Explaining Charitable Remainder Trusts: From Mystery to Mastery
- Date and Time: On-demand, created July 2024
- Registration: Register here
- Provider: Continuing Education of the Bar (CEB)
- Access Options: Purchase the required CLE bundle here
About the Webinar:
Have you ever struggled to explain to your clients what a 7520 rate is and how it affects the present value of the remainder interest? Estate Planning attorney from San Luis Obispo, Klaus Gottlieb dives deep into the benefits and complexities of CRTs, the impact of the IRS 7520 discount rate on tax deductions and remainder values, and how to optimize CRT structures for maximum benefit. This program is ideal for experienced estate planning and tax professionals. Topics covered include:
- Tax benefits and financial advantages of CRTs
- Identifying the ideal client profile for establishing a CRT
- Understanding the differences between Charitable Remainder Annuity Trusts (CRATs) and Charitable Remainder Unitrusts (CRUTs)
- Calculating potential tax deductions
- Structuring CRTs optimally to maximize client benefits
- Ensuring compliance with regulatory requirements
About Continuing Education of the Bar (CEB):
Continuing Education of the Bar (CEB), established by the University of California in 1947, is a renowned non-profit provider of legal education and training for California lawyers. They offer high-quality educational programs and publications, helping attorneys stay current with the latest developments in the law.
Klaus Gottlieb, Esq., Available for Speaking Engagements about Estate Planning in San Luis Obispo and the California Central Coast
Klaus Gottlieb is available for in-person speaking engagements on various estate planning topics within the San Luis Obispo area. He will tailor his presentations to the needs of your specific audience. Whether you are hosting a local event, seeking a guest speaker for a professional meeting, or organizing a community seminar, he loves to share his insights on:
- Charitable Giving
- Effective Estate Planning Strategies
- Probate Avoidance Techniques
- Creating Trusts and Will
- and many more, browse the blog site
Contact Info for Speaking Engagements
If you are interested in having Klaus Gottlieb speak at your next event, please email him at klaus@wealthcarelawyer.com or call his office at 805-703-2282.
Gottlieb’s bio (Marquis Who’s Who).
Firm Profile (National Law Review)
