Fee and attendance policy information.
Avoid the $15
late fee--register early!
MCBA members: $62.50
MCBA Estate Planning, Probate and Trust members: $55
MCBA Paralegal & Public Lawyer Division members: $40
MCBA Student members: $10
Charitable Remainder Trusts are useful estate and tax planning tools; every estate planning attorney should be familiar with them. However, writing a Charitable Remainder Trust that is appropriate for the client involves more than just copying the IRS sample form. This session will begin with illustrations of how CRTs work (and IRS requirements); then move to analysis of trust provisions; then finish with a discussion of practical ways of dealing with some of the ethical issues involved.
Presenter: Mark Moritz, Attorney at Law
contact Bree Boehlke at firstname.lastname@example.org or (602) 257-4200, #118
if you have any questions or accommodation requirements.