Josh Jalinski, The Financial Quarterback is joined by Katie L. S. Von Kohorn, a partner at Casner & Edwards, LLP, specializing in trusts & estates and exempt organizations. Her practice focuses on estate planning, estate and trust administration, charitable giving, and advising exempt organizations. Katie also serves as a trustee of numerous trusts, and she works extensively on the investment, tax, and legal aspects of trusts, as well as with the varied interests of trust beneficiaries.
In this segment, Katie talks about gifting trusts to individuals and what the cap is for various relatives and family members. What does Katie usually do for her clients and what does she recommend and why? Listen to find out!
Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
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