The Estate Planner, January/February 2021

Below is a brief glance of what you'll find in the January/February 2021 issue of The Estate Planner.

- Can a charitable trust replicate a stretch IRA?

- Power up your trust with Crummey powers

- Net gift technique can reduce your gift tax rate

- Estate Planning Red Flag: You haven’t named contingent beneficiaries

Please see full Newsletter below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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