Legal Education
This webinar is open to Lawyers With Purpose members only.
Planning for Charitable Beneficiaries in Retirement Accounts
When retirement accounts are part of an estate plan, naming charitable beneficiaries can create both powerful giving opportunities — and significant tax consequences. Join Salvatore J. LaMendola, Esq. of Giarmarco, Mullins & Horton, P.C., and Brittney Shearin, Esq., LWP’s Director of Legal Education, for an in-depth webinar on Wednesday, April 16th at 2pm EST.
This session will guide estate planning attorneys through key strategic considerations when incorporating charitable beneficiaries into plans involving retirement accounts, with special emphasis on the impact of the SECURE Act. You’ll gain practical insights into how charitable designations affect payout rules, required minimum distributions (RMDs), and post-death planning options. We’ll also cover critical tax implications and how to structure trusts and beneficiary designations properly to preserve favorable tax treatment for both charitable and individual heirs.
Key takeaways include:
- Understanding the SECURE Act's Impact: Learn how changes to payout rules and RMDs influence planning decisions when charities are named beneficiaries.
- Managing Tax Implications: Explore the consequences of naming a charity as a direct or contingent beneficiary and how it affects overall estate tax outcomes.
- Structuring for Success: Discover best practices for drafting trusts and beneficiary designations that maximize tax efficiency and honor client intentions.
Don’t miss this opportunity to strengthen your planning strategies and stay ahead of the curve in advising clients with philanthropic goals.
Registration Required
Speakers
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Brittney Shearin Esq.Head of Product Development & Legal-Technical Attorney | Lawyers with Purpose -
Salvatore LaMendola Esq.Attorney | Giarmarco, Mullins and Horton, P.C.
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