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, Please wait...
You must be logged in to perform this action.
Log in
Cancel
ON DEMAND: Guardianship and Probate Series: The Blessings and Burdens of Drafting for and Administering Estates with Charitable Beneficiaries
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
Adding Registration, Please wait...