Last month, we wrote about recent changes to charitable giving—from the Setting Every Community Up for Retirement Enhancement Act to the Coronavirus Aid, Relief, and Economic Security Act—and how to make tax-advantageous gifts that directly benefit charities now. This month, we focus on transfers benefiting both family members and charities: how to plan outright lifetime charitable gifts so that the carryover for “excess” gifts doesn’t die with the donor; charitable
ARTICLE ACCESS REQUIRED
Please Log in if you are currently a Trust&Estates subscriber, or select DAYPASS for our new 24 hour access (nominal fee required).
If you are interested in unlimited article access for one year, please select Annual Subscription below.