Session 1: What Does the SECURE Act Mean for our Donors? Advising on Making IRA Beneficiary Designations Before Death and Taking Minimum Distributions After Death
The minimum distribution rules are complex. Trusts can be named as beneficiaries of a retirement account, but choices need to be made by the client and the advisor. Most of our clients fall into one of a relatively few categories: by examining common fact patterns, financial professionals will learn how to advise most of their clients most of the time. By understanding how non-charitable beneficiaries will receive distributions during lifetime and after death, charitable planners can help their clients to think strategically about charitable gifts. Our Presenter Tim Guare practices in the areas of estate planning, estate administration, tax, and corporate law with Tim Guare PLC, Richmond, Virginia. Tim is a Fellow in the American College of Trust and Estate Counsel. Tim received his undergraduate degree from The University of Virginia in 1988 and his law degree from Harvard Law School in 1991.
The minimum distribution rules are complex. Trusts can be named as beneficiaries of a retirement account, but choices need to be made by the client and the advisor. Most of our clients fall into one of a relatively few categories: by examining common fact patterns, financial professionals will learn how to advise most of their clients most of the time. By understanding how non-charitable beneficiaries will receive distributions during lifetime and after death, charitable planners can help their clients to think strategically about charitable gifts.
Tim Guare practices in the areas of estate planning, estate administration, tax, and corporate law with Tim Guare PLC, Richmond, Virginia. Tim is a Fellow in the American College of Trust and Estate Counsel. Tim received his undergraduate degree from The University of Virginia in 1988 and his law degree from Harvard Law School in 1991.
Session 2: Blueprint for an Effective Charitable Gift Annuity Program
Our Presenters Karl McTaggart, PNC Gayle Haglund, CFRE, Westminster Canterbury
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