March 1, 2019 – Charitable Giving with Retirement Assets: Strategies Traps and Solutions

March 1, 2019 @ 9:00 am – 2:00 pm
The University Club
3100 Tower Boulevard
NC 27707
Sue Millager

The session will focus on strategies, traps and solutions for charitable uses of retirement assets, including “Charitable IRA Rollover” and using pre-tax dollars in retirement accounts to make charitable bequests. Also, an introduction to “income-based charitable bequests” – a way for an estate or trust to get income tax savings from charitable bequests. In addition, the session will address the tax-saving strategies that are still available to the millions of Americans who will no longer get tax savings from their charitable gifts because they will no longer be itemizing their tax deductions in 2019 and future years.

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. 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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