Webinar: Practical Advice & Recent Developments in Estate Planning w/Retirement Assets, Including Trusts
Below is information for an upcoming Webinar for CLE/CPE credits presented by the New York County Lawyers Association:
Thursday, May 18, 2023
Many taxpayers have accumulated a considerable amount of wealth in their retirement account arrangements, making estate and income tax planning, as well as asset protection planning with retirement type assets, especially important.
Mistakes are often made and can be extremely costly, as well as create numerous headaches.
This CLE/CPE program includes:
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- Common errors in retirement distribution planning
- Why many beneficiary forms are defective
- Customized Sample Beneficiary Forms
- Advantages of trusts as IRA beneficiary (includes discussion of Effective Use of Roth IRA Trusts as a Credit Shelter Trust)
- IRA Beneficiary Malpractice Case
- Waiver of penalty rules under SECURE
- Major IRS Penalty Changes Under SECURE 2.0 Act of 2022
- Major IRS Statute of Limitation Changes Under SECURE 2.0 Act of 2022
- Comment Letter to Treasury Department Involving an Oversight in Drafting Conduit Trusts
- Oversight for IRA Trusts
- IRA Trust Instructions
- Avoiding Inclusion of Trust (includes non QTIP IRA Trusts) in the Gross Estate of certain Trustees under IRC Section 2041(b)(1) (General Power of Appointment)
- And much more
Special thanks to Seymour Goldberg (Goldberg & Goldberg PC) for bringing this webinar to my attention.
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