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Even though the 2024 election has passed, estate planners will continue to have clients who wish to promote partisan interests by financing political causes in their estate plans. This isn’t very different from gifts made to favored social causes in the hope that those issues will continue to thrive. But a big difference is that lifetime and legacy political giving are subject to restrictions, prohibitions and reporting requirements, and sometimes, a fiduciary is required to balance competing considerations in administering the gift.
We’ll examine the growing intersection of campaign finance law and estate planning and: (1) identify the campaign contribution limits for U.S. persons (which include a trust or an estate1); (2) give tips for ...
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