Making a Charity a Beneficiary of Your Estate

Speaker: Greg Bean, Esq., Stark & Knoll Co. L.P.A.

This presentation will cover the five most popular ways to benefit a charity, some during life and others at death, which will include:

1. Making a gift of appreciated stock.
2. Making a Qualified Charitable Distribution as part of a RMD from an IRA.
3. An outright bequest (in a Will) or an outright distribution (in a revocable trust). Whether the gift is restricted or non-restricted, and the type of property gifted (real estate, tangible personal property, exercise of a general power of appointment, etc.).
4. Name a charity as the beneficiary of an insurance policy, retirement account, bank or brokerage account.
5. Creating a split interest trust: a charitable remainder or charitable lead trust. I will provide case studies and real-life examples to illustrate the above.