When You Consider the Use of IRAs for
Charitable Gifts at Death
Are You Seeing All the Issues?
Gifting IRAs to charity at death can make a lot of sense for many clients. Unlike other assets, the value of IRAs to their heirs may be significantly diminished by potential income taxes on withdrawals. Plus, a charitable deduction for the full value of IRAs may help reduce estate taxes. Or clients simply want to support charitable causes, as their own legacy.
But there are lots of tricks and traps when it comes to leaving IRAs to charity - - that, sadly, are overlooked by many estate planning professionals.
In order to give the best, most informed advice to your clients with IRAs, you need to know:
- What are the income tax traps for the client’s estate depending on how the testamentary IRA gift is structured?
- When does such a gift qualify - - or not qualify - - for the estate tax charitable deduction?
- How may state property laws adversely affect such a gift?
- What are the benefits of, and proper situation and method for using, testamentary IRA strategies such as:
- Charitable Remainder and Lead Trusts?
- Private Foundations?
- Donor Advised Funds?
Learn all this and more my joining us and nationally renowned CPA, Robert Keebler, for a straightforward 60-minute program “The Proper Use of IRAs for Charitable Gifts at Death”.
- Program Title: The Proper Use of IRAs for Charitable Gifts at Death
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Purchase
ABOUT THE SPEAKER
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.