Gresham Wealth Strategist Kim Kamin Comments on Philanthropic Endeavors with Noncharitable Trusts

Following Kim Kamin and Carl Fiore’s presentation on “Charitable Giving with Noncharitable Trusts” at the AICPA & CIMA ENGAGE 2023 conference in June, the Journal of Accountancy published “Being philanthropic with a noncharitable trust,” which highlights some of their key points.

The article recaps Kamin and Fiore’s presentation and emphasizes the important role that advisors can play in designing new family trusts with options for philanthropy to facilitate tax planning and allow current and future beneficiaries charitable flexibility.

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