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SECURE Act 2.0 and Charitable Remainder Trusts

EPISODE · Jul 18, 2023 · 8 MIN

SECURE Act 2.0 and Charitable Remainder Trusts

from ACTEC Trust & Estate Talk · host © 2023 The American College of Trust and Estate Counsel

A legal scholar explains a new law allowing IRA owners to transfer up to $50,000 directly to a charitable gift annuity or Charitable Remainder Trust. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

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SECURE Act 2.0 and Charitable Remainder Trusts

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