Boston Tax Institute Seminar

Charitable Giving, Trusts, and Case Studies

Files to download for those attending the Boston Tax Institute seminar.

These are files to download for the seminar. The size of the file is provided after the title. They are all pdf files and will require Acrobat Reader to view.

Making Retirement Benefits Payable to a Trust Post-SECURE
2020 Edition (523k pdf)

Estate Planning for Retirement Benefits: Selected Case Studies
What to do in real life…after SECURE (292k pdf)

Charitable Giving with Retirement Benefits
Why, How, and When to Donate Retirement Benefits to Which Type of Charity (424k pdf)

Recent Developments: CARES: The Act + IRS Notices 2020-50 and -51 Even Newer Life Expectancy Tables for 2021 and SECURE, SECURE, SECURE!
Natalie’s outline (posted 11/20/20) covering SECURE, CARES, the IRS CARES guidance issues

For your convenience, all of the above files are provided below in a single compressed file. You will need to “unzip” it to access the pdf file. If you are not sure how to do this, just download the individual files above.

All Four Files (Compressed) (1.3 MB zip)