Events

Delaware County Foundation presentation, “Stretching to Realize Philanthropic Goals – IRAs, CRTs, and the SECUREAct”

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.

Register Today

CLE & CFP CREDIT PENDING APPROVAL. CPA CREDIT APPROVED