Kasey Place and Linda Kotis Offer Estate Administration Presentation to the DC BarPDF
IPB partner Kasey Place and counsel Linda Kotis presented "The Blessings and Burdens of Drafting for and Administering Estates with Charitable Beneficiaries" to a virtual audience of the DC Bar Association on February 25th. Topics covered in the session included AG notice requirements, charitable income tax deduction for trusts and estates naming charities as beneficiaries of
retirement accounts, and considerations for private foundations as estate or trust beneficiaries. The full slide deck from the presentation is available here.