Statewide
November 5, 2024: Charitable Giving with Retirement Benefits with Natalie Choate
November 5, 2024 12 – 1:30 pm | FREE
Advantages and pitfalls of using retirement benefits to fulfill the client s charitable goals, both as part of the estate plan and during life: How to name a charity as beneficiary, which types of charitable entities are suitable (or not), required minimum distribution issues, IRA-to-charity lifetime gifts, and using a charitable remainder trust to solve estate planning problems. Includes recent planning options opened by “SECURE 2.0.” This seminar explains the advantages and technical requirements of using retirement benefits to fulfill a client's charitable goals, both during life and as part of the estate plan at death, including what types of charitable and partly-charitable entities are suitable recipients of this type of gift.
Natalie B. Choate is an estate planning lawyer, writer, and speaker specializing exclusively in the tax and estate planning treatment of IRAs and other qualified retirement plan accounts. Her book Life and Death Planning for Retirement Benefits is a leading resource for tax and investment professionals.
Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy and CFP Board.
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