Making a Charity a Beneficiary of Your Estate
Event Date:
May 18, 2023
Event Time:
12:00 pm
Location:
Hilton Fairlawn
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:
- Making a gift of appreciated stock.
- Making a Qualified Charitable Distribution as part of a RMD from an IRA.
- 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.).
- Name a charity as the beneficiary of an insurance policy, retirement account, bank or brokerage account.
- 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.
Sorry, this event is expired and no longer available.