DCBAR Logo
For Lawyers
For the Public
For Students
Pro Bono
Attorney Discipline
News & Events
About
Contact
Browse by
Delivery Type browse by
  • Calendar

  • CLE Passport (6)
  • In-Person (21)
  • On-Demand (420)
  • Package (5)
  • Publication (7)
  • Zoom Webinar (51)
     
Hello, Guest
Sign in Browse By
  • Sign In
    New Customer? Start Here

  • Frequently Asked Questions
0
Cart
loading...
Event Date Search
  
Postal Code Search
   
Speaker Search
Credits Search
  • Home
  • »
  • Communities 
  • »
  • Product Details
You must select a location to proceed.
Yes
No
There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
Adding Registration Loading Image Adding Registration, Please wait...
You must be logged in to perform this action.
Log in
Cancel
On-Demand

ON DEMAND: Guardianship and Probate Series: The Blessings and Burdens of Drafting for and Administering Estates with Charitable Beneficiaries


Course Number: C0821GP03O
Original Program Date: February 25, 2021
Duration: 54 minutes
  • Description
  • Sessions
  • Faculty
  • Materials
  • Pricing Information
  • Reviews
  • Dates and Locations
Category: Communities, Estates, Trusts and Probate Law
Category: Communities, Estates, Trusts and Probate Law (show less)
Credit: 0 Credit Hours

This program will address drafting and administration issues that arise when charitable beneficiaries are part of the estate plan.  These may include whether the estate will qualify for a charitable income tax deduction, options for making charitable gifts from retirement accounts due to the new SECURE ACT, and provisions to include in custom beneficiary designations for retirement accounts that pass to charity.  The speakers will also discuss Attorney General notification requirements, the estate administration exception to indirect self-dealing  and using a charitable lead trust to make a private foundation’s five percent distribution requirement more manageable.

Sponsored by: Luncheon Programs Committee of the D.C. Bar Estates, Trusts and Probate Law Community

Speakers:
  • Linda Kotis, Ivins, Phillips & Barker, Chtd
  • Kasey A. Place, Ivins, Phillips & Barker
Your PriceStandard
Non-Member$60.00
D.C. Bar Member$40.00
D.C. Bar Premium Community Member$0.00
Estates, Trusts and Probate Law$20.00
Law Student Community$15.00
Government AttorneyStandard
Non-Member$20.00
Non Profit AttorneyStandard
Non-Member$20.00

Customers Who Bought This Item Also Bought

Screen Cap
(On-Demand)
ON DEMAND: Cyber Estate Planning and Administration
Screen Cap
(On-Demand)
ON DEMAND: Estate and Tax Planning Series: Assets and Titling 101 for Estate Planners
Screen Cap
(On-Demand)
ON DEMAND: Guardianship and Probate Series: Tax Obligations 101 for Personal Representatives, Guardians and Trustees
Screen Cap
(On-Demand)
Basic Estate Planning Series 2021: Planning for Estates Over $11.7 Million (On-Demand)
Screen Cap
(On-Demand)
Family Law for Beginners (On-Demand)
Screen Cap
(On-Demand)
Copyright Basics 2021 (On-Demand)
Screen Cap
(On-Demand)
Basic Estate Planning Series 2021: Planning for Estates Under $11.7 Million (On-Demand)

Purchase Options

Add to CartOn-Demand
View all Event Fees
Non-Member Price
$60.00
   
Member Price
$60.00
Have a Question?
See our FAQ's
Privacy Policy
chat button online chat button offline
Contact us at (877) 880-1335
Email Us

CCPA & GDPR