Master the different types of charitable remainder trusts and how the motivations of a client lead to the use of one type over another.

• Develop your knowledge of the major client motivations and how they affect choice of trust
• Understand the mechanics of the five types of trust
• View the governing regulatory hierarchy and how to navigate it
• Learn what features actually differentiate the trusts
• Find the key to what features are common to all of them
• Perfect your knowledge of permissible donors, trustees, beneficiaries and charities
• Solve the “income” issue for distributions to recipients