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ENGAGE 2020


EST2013 - EST2013. Naming a CRT As A Beneficiary of a Retirement Account: Planning and Legal Checklists


Jul 21, 2020 1:25pm ‐ Jul 21, 2020 2:15pm

Description

Inherited retirement accounts must generally be liquidated and taxed within ten years after a person dies. However, if a tax-exempt charitable remainder trust is named as the beneficiary, the assets are not taxed upon receipt by the CRT. The assets will ultimately pass to a charity, but before they do they can provide an income stream to a beneficiary that will last for a lifetime. 

This session will answer:

When does such a CRT provide the greatest benefits?

What are the legal requirements that must be met?

Learning Objectives:
  • When does such a CRT provide the greatest benefits?
  • What are the legal requirements that must be met?

Speaker(s):

Category: Concurrent Session Online

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