NAEPC Webinar - Tax-Smart Charitable Giving, Especially with Retirement Assets
Wednesday, June 09, 2021, 03:00pm - 04:00pm
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Robert G. Alexander Webinar Series / Upcoming Program


Tax-Smart Charitable Giving, Especially with Retirement Assets

Speaker: Christopher R. Hoyt, JD, AEP® (Distinguished)
Date: Wednesday, June 9, 2021, 3:00pm - 4:00pm ET


About the Program

Prof. Hoyt will examine the challenges of getting tax savings from charitable gifts since the enactment of the 2017 Tax Cuts and Jobs Act and will describe strategies that can still generate tax savings.  The best arrangements include “bunching” gifts with donor advised funds and making qualified charitable distributions (QCDs) from IRAs.  In addition, Prof. Hoyt will illustrate situations when a family can be better off naming a charitable remainder trust as the beneficiary of a retirement account, and when it is better to simply name individuals as beneficiaries.

About the Speaker

Christopher Hoyt is a Professor of Law at the University of Missouri (Kansas City) School of Law where he teaches courses in the area of federal income taxation, charitable organizations and retirement plans.

Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.

Professor Hoyt is the Vice- Chair of the RPTE Charitable Group and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a "Best Lawyer". He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils.

Register for the Webinar

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Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. prior to attending your first program if you have any questions with regard to the availability of credit.

Registration Fees

Yearly Subscription

The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.) Prices start at $280. See complete information and registration form.

Single Webinar Registration Fees

  • $40 / Accredited Estate Planner® designee or Junior/Student
  • $60 / member of an affiliated local estate planning council or at-large member of NAEPC
  • $100 / individual non-member  
  • $250 / council meeting or group gathering 

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