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Testamentary Provisions for Charitable Form

Testamentary Provisions for Charitable Form

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for people who do need a state tax chariot or reductions there are three pretty simple rules about whether you qualify to take the deduction or not so whatever is going to pass to the charity again for the death of the original client or donor or at the death of individuals that they're mainly to benefit the rules are in order to claim the deduction the gift has to go to a 501c3 entity okay and that can be a private charity a private foundation or public charity which is what most of us are and whatever goes to charity must go at the direction of the decedent so it can't be something like you know at my desk I'll leave a million dollars if my children wanting to make that gift to charity it can't be permissive it's got to be at the direction now that includes things like disclaimers so as probably sitting my plan that I'm leaving this asset to my spouse but any amount my spouse disclaims decides they don't want for some reason goe

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