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Estate Planning Everyone Needs Now : Updating Important Documents in 2020, and Using Charitable Trusts as IRA Beneficiaries

September 2, 2020

This year presents a number of important considerations for people making estate plans -- from COVID-19 to a national election. But these are also reasons to start planning for your future if you haven't already. Hear from tax and estate planning experts on how and why to update your documents. And, learn how you might use a charitable trust as a beneficiary of an IRA.

Featured presenters: 

Martin M. Shenkman, CPA, MBA, PFS, AEP, JD 
Founder, Shenkman Law 

Jonathan Blattmachr 
Principal, Pioneer Wealth Partners 

Webinar Details


Wednesday, September 2, 2020


1 hr


12:00 pm ET
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