Charitable Giving with Retirement Benefits - NAPFA Credit Only

Charitable Giving with Retirement Benefits - NAPFA Credit Only

F-Estate Planning

Natalie Choate

Member: $39.00
Non-Member: $59.00Your price

Published: 10/22/2020

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:
• The advantages and technical requirements of using retirement benefits to fulfill a client’s charitable goals as part of the estate plan
• The advantages and technical requirements of using retirement benefits to fulfill a client’s charitable goals during life
• What types of charitable and partly-charitable entities are suitable recipients of this type of gift

1 NAPFA CE in F - Estate Planning will be posted in your NAPFA CE record after downloading this recording.

Recorded at the NAPFA Fall 2020 National Conference.

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