Thompson & Associates

Join President of Thompson & Associates, Cayce Powell, as he speaks with Senior Vice President Bob Hoffman, CSPG, CFRE, FCEP, as they discuss charitable remainder trusts (CRTs). In this podcast, they will cover the following points, and more: 1. What is a CRT?2. What is a testamentary CRT?3. What are the motivating reasons behind the decision to utilize this tool?4. What are benefits to families?5. What tax issues are involved?6. What are the tax advantages?7. What estates would benefit?EP – The Estate Planning (EP) podcasts, hosted by Thompson & Associates President Cayce Powell, focus on basic estate planning principles and tools with a slant on how planning strategies could benefit donors and nonprofit organizations.www.ceplan.com