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Charitable Giving with Retirement Benefits
Course Information
Content Level: Intermediate to Advanced
NAPFA Subject Area: F-Estate Planning
Course Description
It is common for an estate planning client to have a significant portion of his or her assets in IRAs, 401(k) plans, or other retirement plans. Because these assets have very different characteristics from investment assets held outside the retirement plan, they pose unique estate planning problems. The professional advisor’s failure to recognize and properly deal with the unique characteristics of retirement benefits can cause financial losses to a client and his or her beneficiaries. This seminar explains the advantages and technical requirements of using retirement benefits to fulfill a client’s charitable goals, both during life and as part of the estate plan at death, including what types of charitable and partly-charitable entities are suitable recipients of this type of gift.
Learning Objectives
  1. The advantages and technical requirements of using retirement benefits to fulfill a client’s charitable goals as part of the estate plan
  2. The advantages and technical requirements of using retirement benefits to fulfill a client’s charitable goals during life
  3. What types of charitable and partly-charitable entities are suitable recipients of this type of gift
Speaker
Natalie Choate 

Natalie B. Choate practices law in Wellesley, Massachusetts. Her practice is limited to consultations with other professionals regarding the tax treatment of retirement plan benefits. Her books Life and Death Planning for Retirement Benefits and The QPRT Manual are leading resources for estate planning professionals.

Miss Choate is a former chairman of the Boston Bar Association Estate Planning Committee, which she founded in 1981. She is a former Regent of the American College of Trust and Estate Counsel and former Chairman of its Employee Benefits Committee. She is a member and former officer of the Boston Probate and Estate Planning Forum. She was named “Estate Planner of the Year” by the Boston Estate Planning Council, and was one of the first 10 attorneys to receive the “Distinguished Accredited Estate Planner” award from the National Association of Estate Planners and Councils. She is listed in The Best Lawyers in America.

Summary
Availability: On-Demand
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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