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Charitable Planning and the SECURE Act - SECURE Act Special
Episode 106

Charitable Planning and the SECURE Act - SECURE Act Special

ACTEC Trust & Estate Talk · © 2020 The American College of Trust and Estate Counsel

May 19, 202010m 6s

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Show Notes

Understanding the pitfalls and tax traps when donating from an IRA to a charity under the SECURE Act. An explanation of how Charitable Remainder Trusts (CRTs) and charitable giving has changed.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.