Gifts of Retirment Plans and IRAS with Dean Regenovich, JD, LLM
This session will address relevant issues with respect to gifts of retirement plans and IRAs both at death and during one’s lifetime. It will include a review of the estate and gift tax estate tax rates and exemptions, the penalty for premature distributions, required minimum distributions, the tax benefits of giving retirement plans and IRAs to charity at death, the IRA Charitable Rollover, and the recent proposed legislation, which if enacted, which will expand the current law to allow rollovers to charitable life-income plans. Expect this to be an interactive session with ample opportunity to address specific questions.
About the speaker: Dean Regenovich, JD, LLM
Dean Regenovich is the Assistant Vice President for Development at the University of South Florida Foundation. Prior to joining USF in 2015, he held various development leadership positions throughout a twenty-year tenure at Indiana University, serving as the Executive Director of Planned Giving, the Executive Director of Development for the Office of the Vice President and the Assistant Dean for Advancement at the Maurer School of Law. Dean practiced law, specializing in estate planning and taxation, prior to entering the development profession. He is licensed to practice law in Florida, Indiana and Illinois and is a member of the U.S. Tax Court. He also remains an Adjunct Faculty member at the Indiana University Lilly Family School of Philanthropy where he teaches courses on Planned Giving. Dean and his wife are empty-nesters and reside in Tampa.
When: June 8th, 2016 Time : 12:00 - 1:00 p.m. Networking and Lunch - 11:30 a.m. AFP GPCC electronic
*Development Dollars and Announcements - 11:45 a.m. *Program starts immediately at 12:00 p.m. United Way of Central Florida - Board Room 5605 U.S. 98 Highland City, FL 33846 $12.50 for Members $15 Non-members $20 Walk-ins
Lunch is provided.
An RSVP is required. RSVPS ARE DUE June 7th by noon. All registrations must be made online. Please register here.