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Using Charitable Lead and Charitable Remainder Trusts to Achieve Tax and Philanthropic Goals

(119 reviews)

Produced on December 08, 2020

$ 89 Tax and Non-Profit In Stock
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Course Information

Time 1h 3m
Difficulty Intermediate
Topics covered in this course: Tax Non-Profit

Course Description

In the world of high net worth charitable giving, private foundations are often the stars of the show. However, CLATs, CRUTs, and CRATs can offer clients increased flexibility and tax savings. This program, presented by Nikki Hasselbarth, will provide attorneys with a better understanding of how charitable lead trust and charitable remainder trusts can be used to achieve clients’ philanthropic and tax savings goals.

Learning Objectives:

  1. Discuss the differences between CLATs, CRUTs, and CRATs
  2. Identify scenarios where using a CRT or CLT would be most effective
  3. Explore the technical requirements of drafting CRTs and CLTs
  4. Consider your options when a CRT or CLT fails

Credit Information

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Nikki J. Hasselbarth

Venable LLP

Nikki Hasselbarth is an associate in Venable’s Nonprofit Organizations and Tax and Wealth Planning Groups in Los Angeles. Nikki focuses her practice on advising tax-exempt organizations, such as public charities and private foundations, on a variety of tax and governance matters, including the formation of new tax-exempt organizations, the termination of private foundation status, charitable solicitation registration, and general tax and corporate compliance requirements. She also frequently advises for-profit clients on a variety of charitable fundraising matters, such as commercial co-venture campaigns, and assists high-net-worth individuals with charitable giving and estate and business succession planning. A respected advocate, Nikki is adept at managing the routine and complex matters critical to maintaining successful tax-exempt operations and navigating her clients through the most challenging and nuanced issues to position them to tackle large projects with far-reaching impact.

Nikki is the former president of the Los Angeles County Bar Association’s Exempt Organizations Committee and is a member of the American Bar Association Section on Taxation. Nikki received her B.A. from Columbia University and her J.D. from Duke University School of Law.

Bar Admissions:

California, Maryland


Anthony R.

Thank you.

Donna W.

The faculty is outstanding! I'm glad that the materials are so expansive and detailed because I will need to study them to truly absorb the wealth of information provided.

Shane H.

Very informative. Excellent materials.

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