Charitable Split Interest Trust Planning with Dale Schroeder and Anneke Niemira, Part Two
Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and in today's episode, I welcome back Dale Schroeder and Anneke Niemira from NewEdge Wealth to talk about charitable remainder trusts. Last week, we discussed charitable lead trusts and split-interest trusts in general. In this episode, Dale, Anneke, and I take a deep dive into the world of charitable remainder trusts, focusing on their technical issues and traps for the unwary.
Show Notes:
Anneke Niemira, Managing Director, Senior Wealth Strategist, NewEdge Wealth
Dale Schroeder, Managing Director, NewEdge Wealth
EO Radio Show #118: Charitable Split-Interest Trust Planning With Dale Schroeder and Anneke Niemira – Part One
Farella YouTube podcast channel
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