Thursday, July 15, 2021 | 11:45-1:15 PM
First Commonwealth Bank – 110 Riverbend Ave., Powell
“Stretching to Realize Philanthropic Goals – IRAs, CRTs, and the SECUREAct”
Brandon Borgmann, J.D.
Family Wealth and Estate Planning at Carlile Patchen & Murphy LLP
The presentation will cover the use of a charitable remainder trust to stretch an IRA following the SECURE Act as well as real estate gifts with actual case studies.
CLE & CFP CREDIT PENDING APPROVAL. CPA CREDIT APPROVED