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As a rule, naming a charitable organization as a beneficiary of a trust that is, in turn, the beneficiary of a qualified plan or IRA also presents problems for the non-charitable beneficiaries.
The regulations require that all trust beneficiaries be individuals and any charitable interest, no matter how remote or contingent, will cause the trust to fail to meet this test.
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Kathleen Stephenson
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Lisa B. Petkun
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Lisa B. Petkun is a partner in the tax department at Pepper Hamilton LLP.
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