Charitable Trusts

- NC#72099
Thursday, September 26, 2019
Credit Hours 3
Category General
Instructor Henry Donaghy
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
9110 Southern Pine Blvd 
Charlotte NC 28273 

I-77 Exit 3 OR I-485 Exit 3, Corner of Arrowood Road and Southern Pine Blvd.

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.