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
All access premium subscription
Please Log in if you are currently a Trusts & Estates subscriber.
If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.
Questions about your account or how to access content?
Contact: [email protected]
