Tax Advantages of Charitable Remainder Trusts Virtual Session

Experts will help you prepare for important stewardship decisions that provide for loved ones and ministries to which you are faithful.


Greg Fictum, Concordia University

Robert Melick, Melick Law LLC

Americans own several trillions of dollars of wealth in the form of retirement assets. Congress never meant for these plans to be passed on to heirs. These assets are considered “income in respect of decedent” or IRD.

Someone has to pay the tax on these assets. By leaving them to someone other than your spouse, you can subject your heirs to significant taxes on the inheritance of these retirement assets:

  • Qualified pension plans
  • Profit sharing plans
  • 401(k)s
  • 403(b) tax sheltered annuities
  • SEP
  • Keoghs
  • IRAs
  • Stock option plans

You can provide for your loved ones while avoiding unnecessary taxes with these gifts:

  • Charitable Bequest
  • Charitable Remainder Trust
  • Charitable Gift Annuity
  • IRA Charitable Rollover


Click here for Zoom registration link.


Contact Greg Fictum at 877-289-2426 or