Featured Speaker - Charitable Giving with Retirement Benefits
It is common for an estate planning client to have a significant portion of his or her assets in IRAs, 401(k) plans, or other retirement plans. Because these assets have very different characteristics from investment assets held outside the retirement plan, they pose unique estate planning problems. The professional advisor’s failure to recognize and properly deal with the unique characteristics of retirement benefits can cause financial losses to a client and his or her beneficiaries. 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.
Learning Objectives:
1. The advantages and technical requirements of using retirement benefits to fulfill a client’s charitable goals as part of the estate plan
2. The advantages and technical requirements of using retirement benefits to fulfill a client’s charitable goals during life
3. What types of charitable and partly-charitable entities are suitable recipients of this type of gift
NASBA CPE Credit: 1 NASBA Field of Study: Finance
Learning Objectives:
1. The advantages and technical requirements of using retirement benefits to fulfill a client’s charitable goals as part of the estate plan
2. The advantages and technical requirements of using retirement benefits to fulfill a client’s charitable goals during life
3. What types of charitable and partly-charitable entities are suitable recipients of this type of gift
NASBA CPE Credit: 1 NASBA Field of Study: Finance
