Planned Giving Round Table:
The SECURE Act and the Charitable Remainder Trust – A Deep Dive

The SECURE Act provides that inherited retirement accounts must generally be fully liquidated (and taxed) within ten years after death. There is now increased interest in naming a tax-exempt charitable remainder trust as the beneficiary of a retirement account to receive and hold the full amount of retirement assets without any reduction from income taxes. Beneficiaries can receive a steady stream of payments over their lifetimes before the assets are transferred to a charity. This session will examine the strategy and will explain the rules. 

Thank you to PBMares our PGRT Gold Sponsor for this program.

This program is eligible for 1 hour of Continuing Education (CE) credits for:AEP, CAP, CFP and CPA.

Registration for this event is now closed.

Questions? Contact Jacqueline Yahr at jyahr@associated.org or 410-369-9248.

Live-captioning is available through Maryland Relay Service. Generally, 48 hours advance notice is required to set this up. 

In lieu of registration costs, please consider a donation to the The Associated. The needs of our community continue to grow as the COVID-19 pandemic expands. The Associated is positioned to respond quickly to these needs. Our Annual Campaign needs your financial support now more than ever.