Charitable Planning with Retirement Assets
For most Americans, personal wealth is tied up in two areas: 1) personal residences and 2) retirement assets, like IRAs, 401(k)s, 403(b)s, insurance policies and other qualified retirement plans. Retirement assets typically pass by beneficiary designation, not by will. Are you talking to your donors/clients about the estate/income tax advantages of making charity a beneficiary of these retirement assets? Do you need help understanding how to frame-up and prepare to engage your donors/clients in these important conversations? With gifts from wills trending down and gifts from retirement assets trending up, our speaker – John Creahan of Cairn Law Offices in Seattle – will give you the confidence to include beneficiary designations in your gift planning development work with donors/clients who truly desire to Leave a Legacy.
**CFRE credits pending approval**
John Creahan – Cairn Law, PLLC
John Creahan is the founder of Cairn Law, PLLC, a Seattle law firm serving the legal needs of families, individuals, businesses, and nonprofits throughout Washington. He provides practical and cost-effective legal services related to estate planning, probate, charitable gift planning, and business transition.
Charitable planning is an important part of John’s practice. He works with individuals and families to plan charitable bequests and lifetime gifts, and to create and manage charitable trusts, private foundations, and public charities. Working on behalf of donors and charitable beneficiaries, he has planned and implemented a wide variety of charitable gift strategies, from simple gifts and bequests, to more sophisticated tools, including charitable remainder and charitable lead trusts.
John helps families, fiduciaries, and charities navigate the probate process after a death. He counsels fiduciaries on the most practical and efficient ways to manage the probate process.
We look forward to see you there! Please RSVP Below.
Where: MAC Auditorium
When: 11:00am Program, 12:00pm Lunch and Discussion
Cost: Free for INWPGC members; Guests are $20