---
title: Philanthropy Legalese | Leslie Ellis
description: Philanthropic news, stories and resources for financial advisors
---

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### Leslie Ellis

[![Planning for Your Client’s Inherited Retirement Accounts in 2025: What You Need to Know](https://publications.cfsem.org/hs-fs/hubfs/AI-Generated%20Media/Images/group_image_and_text_2-image-2.jpeg?width=400&upsize=true&name=group_image_and_text_2-image-2.jpeg) ](https://publications.cfsem.org/philanthropy-legalese/planning-for-your-clients-inherited-retirement-accounts-in-2025-what-you-need-to-know)

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##### [Planning for Your Client’s Inherited Retirement Accounts in 2025: What You Need to Know](https://publications.cfsem.org/philanthropy-legalese/planning-for-your-clients-inherited-retirement-accounts-in-2025-what-you-need-to-know)

[By: Leslie Ellis, ](https://publications.cfsem.org/philanthropy-legalese/author/leslie-ellis)

 3 April, 2025

For professional advisors, your clients’ retirement accounts may represent a significant portion of...

[ Read More ](https://publications.cfsem.org/philanthropy-legalese/planning-for-your-clients-inherited-retirement-accounts-in-2025-what-you-need-to-know)