{"product_id":"102666","title":"Charitable Remainder Trusts: A Practical Guide","description":"\u003cp\u003eCharitable remainder trusts offer clients a compelling combination of income, tax savings, and philanthropic legacy, but many attorneys refer them out rather than handle them confidently. This course builds your working knowledge of CRT structure, tax treatment, and practical applications from the ground up. You'll learn how to identify the right client candidates, choose between trust types, understand how distributions are taxed, and spot the issues that require expert backup, so you can advise clients effectively and know when to bring in additional resources. Register today!\u003c\/p\u003e\r\n\r\n\u003cul\u003e\r\n\t\u003cli\u003e\n\u003cstrong\u003eKnow when to recommend a CRT and when not to.\u003c\/strong\u003e Develop a reliable framework for identifying the right client candidates, matching them to the right trust type, and recognizing the situations where a different tool is the better fit.\u003c\/li\u003e\r\n\t\u003cli\u003e\n\u003cstrong\u003eUnderstand the tax benefits you're selling.\u003c\/strong\u003e Get a clear, practitioner-level grasp of how the charitable deduction is calculated, how distributions are taxed over time, and what clients are often surprised to learn about their K-1.\u003c\/li\u003e\r\n\t\u003cli\u003e\n\u003cstrong\u003eDraft with a solid foundation.\u003c\/strong\u003e Learn how to build on IRS sample forms, customize key provisions correctly, and avoid the drafting mistakes (particularly in flip CRUTs and NIMCRUTs) that create problems down the road.\u003c\/li\u003e\r\n\t\u003cli\u003e\n\u003cstrong\u003eHandle administration and compliance with confidence.\u003c\/strong\u003e Cover the trustee duties, Form 5227 filing obligations, and state registration requirements that attorneys frequently underestimate.\u003c\/li\u003e\r\n\u003c\/ul\u003e","brand":"NBI","offers":[{"title":"Live Webinar Registration","offer_id":64412222390641,"sku":"102666ER","price":319.0,"currency_code":"USD","in_stock":true},{"title":"OnDemand Video","offer_id":64412222423409,"sku":"102666SVDM","price":319.0,"currency_code":"USD","in_stock":true},{"title":"Course Book (PDF Download)","offer_id":64412222456177,"sku":"102666DM","price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0692\/5998\/5214\/files\/CK-3852_510x370_Block.png?v=1786972273","url":"https:\/\/nbi-sems.com\/products\/102666","provider":"NBI","version":"1.0","type":"link"}