TITLE

Presenting charitable planning strategies

AUTHOR(S)
Morrow, Edwin P.
PUB. DATE
April 1997
SOURCE
Journal of Financial Planning;Apr97, Vol. 10 Issue 2, p102
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Presents tips designed to assist financial planners in presenting charitable planning strategies to clients. Life insurance; Charitable remainder trust; Charitable lead trust; Charitable remainder qualified terminable interest property; Presentation software; Education, illustration and trustee services; Sales opportunities for the financial planner.
ACCESSION #
2128087

 

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