Charitable Planning Using Non-Charitable Trusts

49th Annual Notre Dame Tax & Estate Planning Institute
South Bend, Indiana
September 21, 2023

Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented on “Charitable Planning Using Non-Charitable Trusts” for the 49th Annual Notre Dame Tax & Estate Planning Institute. She shared ideas for how estate planning professionals can help clients tap into noncharitable irrevocable trusts for charitable giving including: (i) review of the applicable tax deduction rules, (ii) ideas for utilizing existing irrevocable trust assets for desired or obligatory gifts to charity, and (iii) suggestions for provisions to include in new trusts to promote flexibility for future family philanthropy.

If you would like additional information, please contact Kim Kamin at kkamin@greshampartners.com, or 312-960-0200.