Have you heard about “stretch” IRAs and how they are dead under the SECURE Act? Not true! This presentation will discuss how a REVOCABLE charitable remainder unitrust can be a beneficial alternative to ensure your IRA assets benefit your spouse and heirs while also increasing your charitable giving. It is an elegant solution to financial, tax, and personal planning problems!
The program will begin at 12 noon over lunch-- whether in-person or virtually. The presentation will then begin at 12:30 p.m.
In-Person (includes lunch): CPGC Members $50 // Non-Members $75 Virtual: CPGC Members $35 // Non-Members $40 BEPC & MANO Members: Email here for your special discount codes!
Emanuel (“Emil”) J. Kallina, II is the managing member of Kallina & Associates, LLC, and focuses on estate and charitable planning for high net worth individuals and representing charitable organizations. Emil works extensively with tax-exempt and governance issues facing charities and charitable vehicles such as the pooled income fund, and charitable lead and remainder trusts, donor advised funds, supporting organizations and private foundations. Over the years has also practiced in the related fields of business law, corporate tax law, partnerships, real estate, and life insurance. Emil is the founder of CharitablePlanning.com, a website dedicated to professionals who need the tools to complete planned and major gifts. He is co-founder of the Planned Giving Design Center, a former member of the Board of Directors of Search Ministries, a former member of the Board of the American Council on Gift Annuities, a former member of the Board of Directors of the National Association of Charitable Gift Planners, former Chairman of the Government Relations Committee of NACGP, and co-founder of the Chesapeake Planned Giving Council. Currently, Emil is a member (and former Chair) of the Board of K-Love Radio (Educational Media Foundation), Chairman of the Board and President of The James Foundation. Emil has testified frequently before the IRS, is a nationally recognized speaker on estate planning and charitable giving and a frequent author on these topics.
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