I’m “Giving Twice” with a T-CRUT: Leaving a Legacy to Benefit My Son & My Values

Dr. Keith Whitaker, President of Wise Counsel Research

The IRS proposed regulations on the SECURE Act is a hot topic. Articles have been published and educational programs presented about the death of the stretch IRA and the use of a testamentary charitable remainder trust (T-CRUT) to overcome the 10-year rule. However, those mostly discuss theoretical cases. This session shares Kathleen’s story from her heart about why and how she set up her T-CRUT.