"The Estate Planner," January/February 2021

Download The Estate Planner

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

For more information, please contact a Shumaker attorney in any of these practice areas:

Estate Planning
Trust and Estate Administration