NAEPC Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets
Presented by National Association of Estate Planners & Councils
Wednesday, June 9, 2021
3:00pm - 4:00pm ET
Speaker: Christopher R. Hoyt, JD, AEPĀ® (Distinguished)
Prof. Hoyt will examine the challenges of getting tax savings from charitable gifts since the enactment of the 2017 Tax Cuts and Jobs Act and will describe strategies that can still generate tax savings. The best arrangements include “bunching” gifts with donor advised funds and making qualified charitable distributions (QCDs) from IRAs. In addition, Prof. Hoyt will illustrate situations when a family can be better off naming a charitable remainder trust as the beneficiary of a retirement account, and when it is better to simply name individuals as beneficiaries.
Christopher Hoyt is a Professor of Law at the University of Missouri (Kansas City) School of Law where he teaches courses in the area of federal income taxation, charitable organizations and retirement plans.
Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.
Professor Hoyt is the Vice- Chair of the RPTE Charitable Group and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a "Best Lawyer". He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils.
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The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education. Programs are COMPLIMENTARY.
Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.
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Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit.
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