Thank you for supporting Cincinnati Children’s!
2024 Professional Seminar Series
Professional Seminar Series
Cincinnati Children’s is proud to offer an annual complimentary continuing education series to the Professional Advisor community.
Our complimentary Professional Seminar Series (PSS), presented by Cincinnati Children’s and Johnson Investment Counsel, offers 2 hours of continuing education credits for attendees.
Our seminar will be held in-person and virtually on Wednesday, November 20 at the Cincinnati Art Muesuem.
Register today by clicking the blue button at the bottom of this page.
Professor Chistopher R. Hoyt presents: Charitable Uses of Retirement Assets
- Professor Hoyt will discuss key developments in Secure Act 2.0 as they relate to the charitable use of retirement assets, including making qualified charitable distributions (QCDs) from IRAs.
- He will also explain the new law that permits individuals to transfer up to $50,000 from an IRA to a CRT or to acquire a charitable gift annuity, and situations when the family gets the greatest benefit from naming a charitable remainder trust as the beneficiary of a retirement account.
- Finally, he will explain (in simple terms and using common situations as examples) the complicated rules that now apply to liquidating inherited retirement accounts after the changes made by the SECURE 1.0 and SECURE 2.0 legislation.
Wednesday, Nov. 20, 2024 |
Cincinnati Art Museum |
Professor Christopher R. Hoyt
Christopher R. Hoyt, JD 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 and business organizations. 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 has served as the Chair of the American Bar Association’s Committee on Charitable Organizations (Section of Trusts and Estates) and is on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow, has been designated by his peers as a “Best Lawyer”, and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils. He is a frequent speaker at legal and educational programs and has been quoted in numerous publications, including The Wall Street Journal, Forbes, MONEY Magazine, The New York Times and The Washington Post.