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727 THE AMERICAN LAW INSTITUTE Continuing Legal Education Estate Planning in Depth Cosponsored by Continuing Legal Education for Wisconsin (CLEW) June 21 26, 2015 Madison, Wisconsin Drafting Charitable
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Charitable lead is a planned giving tool that allows individuals to benefit charities before passing assets on to heirs.
Individuals who have set up charitable lead trusts or similar planned giving arrangements are required to file cw037chapter16 drafting charitable lead.
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Information such as the names of the charities benefiting from the trust, the value of the assets involved, and any income or distributions made to the charities must be reported on cw037chapter16 drafting charitable lead.
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