A new ruling addresses whether a donor advised fund may satisfy charitable pledges by the donor/advisor. It now may do so, as long as certain requirements are met. Read the guest blog by my friend and colleague Steve Hartnett, an estate planning expert, to learn more about how donor advised funds are a great tool for charitable giving.
Donor Advised Funds: IRS Issues New Ruling
Timothy P. Murphy is an estate planning and elder law attorney whose practice emphasizes helping people to build, preserve and pass on their wealth. He works with his clients to accomplish their goals while avoiding unnecessary court proceedings and minimizing or eliminating exposure to death taxes.
Latest posts by Timothy P. Murphy (see all)
- Planning for the Care of a Disabled Adult Child - October 1, 2023
- Navigating the Emotional Side of Estate Planning - September 29, 2023
- The SECURE Act – the Gift That Keeps On Giving - September 27, 2023
