Why You Should Attend
Retirement accounts and products are often the largest asset a client has. Although many come with tax advantages, they also have special restrictions and other implications. If your estate planning client would like to make a bequest of retirement assets to a charity, you need to understand all of the benefits and disadvantages to such a transfer so that you can advise them properly. Join our panel for an insightful discussion of the various techniques available for including charity in the disposition of qualified retirement assets.
What You Will Learn
Taught by a renowned law professor and two highly experienced estate planning practitioners – all Fellows of The American College of Trust and Estate Counsel (ACTEC) – this 90 minute program will address:
Restrictions for and advantages of making lifetime charitable gifts from IRAs
What planning is needed when both charitable and non-charitable beneficiaries will be beneficiaries of an IRA
Claiming a charitable income tax deduction to offset taxable income from IRD (Income in Respect of a Decedent), or from satisfying a pecuniary charitable bequest
How a tax-exempt two-generation CRT can solve estate planning challenges in second marriages
Have a question for the faculty? Send your questions to tsquestions@ali-cle.org. Questions submitted during the program will be answered live by the faculty. In addition, all registrants will receive a set of downloadable course materials to accompany the program.
Who Should Attend
This CLE program from American Law Institute CLE and ACTEC is designed for estate planners, wealth managers, and other attorneys or related legal professionals.
Register two or more and SAVE! Register as a group for this program and save up to 50%. Click on “Group Rates” for more information. (Offer valid on new registrations in the same delivery format; discounts may not be combined.)
Tuition for this Telephone Seminar is $199.00.
Tuition for the telephone seminar includes a set of electronic course materials and access to the telephone seminar.
Tuition for this Audio Webcast is $199.00.
Tuition for the webcast includes a set of electronic course materials and access to the webcast.
