CLE on Drafting IRA Trusts
The National Business Institute is holding a video webcast entitled, Drafting IRA Trusts, on Thursday, October 18, 2018, at 9:00 a.m. – 4:00 p.m. Central Time. Provided below is a description of the event:
Program Description
Provide Your Clients with a Thorough Understanding of IRA Trusts
Be prepared for specific challenges associated with IRA trusts by understanding their unique characteristics. Our essential primer will provide you with a comprehensive overview of these popular trusts, including drafting tactics, advantages of an IRA trust and critical sample forms needed to complete the process. Register today!
- Determine the pros and cons of establishing an IRA over other trusts.
- Gain a better understanding of IRA minimum distribution rules, such as individuals as beneficiaries and trusts as beneficiaries.
- Learn different tax issues associated with an IRA trust, including income and estate tax.
Who Should Attend
This legal program is designed for attorneys looking to increase their knowledge of IRA trusts. This course may also benefit accountants and CPAs, estate planners, and trust officers.
Course Content
- Overview of IRA Trusts
- IRA Required Minimum Distribution Rules
- Retirement Account Rollover Rules and Mistakes
- Drafting an IRA Trust
- Tax Issues
- Sample Forms
- Using Self-Directed IRAs to Create LLCs for Non-Traditional Investments
- Ethics in Estate Planning Practice
- Distribution and Termination of IRA Trusts in Estate Administration
Continuing Education Credit
Continuing Legal Education
Credit Hrs State
CLE 6.00 – AK*
CLE 6.00 – AL*
CLE 6.00 – AR*
CLE 6.00 – AZ*
CLE 6.00 – CA*
CLE 7.00 – CO*
CLE 6.00 – CT*
CLE 6.00 – DE*
CLE 7.00 – FL*
CLE 6.00 – GA*
CLE 6.00 – HI*
CLE 6.00 – IA*
CLE 6.00 – ID*
CLE 6.00 – IL*
CLE 6.00 – IN*
CLE 7.00 – KS*
CLE 6.00 – KY*
CLE 6.00 – LA*
CLE 6.00 – ME*
CLE 6.00 – MN*
CLE 7.20 – MO*
CLE 6.00 – MP
CLE 6.00 – MS*
CLE 6.00 – MT*
CLE 6.00 – NC*
CLE 6.00 – ND*
CLE 6.00 – NE*
CLE 6.00 – NH*
CLE 7.20 – NJ*
CLE 6.00 – NM*
CLE 6.00 – NV*
CLE 7.00 – NY*
CLE 6.00 – OH*
CLE 7.00 – OK*
CLE 6.00 – OR*
CLE 6.00 – PA*
CLE 7.00 – RI*
CLE 6.00 – SC*
CLE 6.00 – TN*
CLE 6.00 – TX*
CLE 6.00 – UT*
CLE 6.00 – VA*
CLE 6.00 – VT*
CLE 6.00 – WA*
CLE 7.00 – WI*
CLE 7.20 – WV*
CLE 6.00 – WY*
Continuing Professional Education for Accountants
Credit Hrs State
CPE for Accountants 7.00 – AZ
CPE for Accountants 7.00 – NY*
CPE for Accountants 7.00 – WA
CPE for Accountants 7.00 – WI
Financial Planners – Financial Planners: 7.00
* denotes specialty credits