Charitable Trusts

- NC#72099
Wednesday, July 24, 2019
Credit Hours 3
Category General
Instructor Mary Alice Long
Meeting 9:30 AM - 12:20 PM


The Charitable Trust is one of the most efficient estate planning tools available to anyone holding assets which have experienced significant appreciation. The purpose of this course is to define, examine and identify the various types of charitable trust and explore how they fit into estate planning.

Also SCDOI approved for 3 Life & Health credit hours. SC course approval # 125199

Address/ Directions

Hampton Inn & Suites - Arrowood
111 Hampton Woods Lane 
Charlotte NC 28273 

I-77 Exit 3 or I-485 Exit 3

Please arrive 10-15 minutes prior to the class time as late arrivals or early dismissals from class are not permitted per the regulations of the NC and SC Department of Insurance.

Repeat Rule

NC ALL Licensees: You will only receive credit hours once if a course number is repeated in the same compliance period. Check your CE transcript, www.Prometric.com/CE/NCCEprod.

SC RESIDENT PRODUCER Licensees: You will only receive credit hours once if a course number is repeated within two (2) years of the original date of completion. Check your CE transcript, www.Prometric.com/CE/SCCEprod.

It is your responsibility to be sure you do not repeat a course number.