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Compliance Considerations for Charitable Remainder Trusts

COMPLIANCE CONSIDERATIONS FOR CHARITABLE REMAINDER TRUSTS

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 9, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This session will review key compliance considerations in the formation and administration of charitable remainder trusts. Topics will include suitability, selecting the proper CRT format, CRT design and implementation, and administration.

Learning Objectives:


  • Identify which CRT format is most suitable for a client;

  • Identify key design considerations when creating and implementing a CRT

  • Apply compliance considerations to day-to-day CRT administration

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ted Batson

CapinCrouse, LLP
Partner, Tax Counsel
[email protected]
(317) 885-2620 x1150

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A certified public accountant and licensed attorney, Ted advises exempt organizations of all sizes on a wide range of issues, including tax and employee benefit related matters, representation before state and federal tax authorities, and assistance with firm audit or advisory engagements to formulate advice and counsel on important operating and tax issues. Ted also assists clients with general tax issues, unrelated business income, charitable solicitation, compensation planning and reporting, and missionary employment structures. Prior to joining CapinCrouse, Ted served as Executive Vice President of Professional Services at Renaissance Administration LLC.

About Our Presenter

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Since 1972, CapinCrouse has served domestic and international outreach organizations, universities and seminaries, foundations, media ministries, rescue missions, relief and development organizations, churches and denominations, and many others by providing support in the key areas of financial integrity and security. In addition, CapinCrouse members regularly contribute to policy decisions that impact our nation’s nonprofit entities.

As a result of this extensive experience, CapinCrouse has a deep understanding of nonprofit operations and know the ever-changing needs and the importance of financial accountability in this unique environment.