Tuesday, February 17, 2009

Probate Law Institute (PLI) Agenda Set - Part I The Charitable Lead Trust

In a recent Wall Street Journal investment article, the reporter covered the use of a charitable lead trust (CLT) and the benefit of doing so in a depressed economy.  [We covered this topic in a blog post last year]. Coincidentally, the Wall Street Journal article provided an example of the use of such a trust right here in good old Columbus, Ohio.  The charitable portion of the trust is handled through a donor-advised fund with The Columbus Foundation.

What does this have to do with the Probate Law Institute?  Everything.  Brad Britton, Director of Planned Giving with The Columbus Foundation is presenting a section on The Current Benefits of Planning with Charitable Lead Trusts.  I will be posting more details, including the Course Agenda, in the very near future.

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