Split-Interest Charitable Trusts as Estate Planning Tools

American Bankers Association 2021 Wealth Management and Trust Webinar Series Suite

Partner Tom Abendroth and co-host will cover the basics of split-interest charitable trusts, and when they are and are not appropriate for planning. A split-interest charitable trust is an irrevocable trust in which there are separate charitable and private interests. They are powerful estate planning tools but have many nuances that one must understand to be successful.