CLE on Inherited IRAs

The Suffolk Academy of Law is offering a program entitled, Inherited IRAs: What the Practitioner Must Know, on Tuesday, December 10, 2013.  Provided below is a description of the event:

Retirement assets often represent a considerable portion of a taxpayer’s wealth. These assets may be accumulated in a 401(k) plan, a 403(b) arrangement, in another kind of qualified plan, or in an IRA. Regardless of the retirement arrangement involved, the tax consequences of making the right move at the right time can be financially beneficial – or, conversely, financially hazardous – for the taxpayer and the taxpayer’s family.

This program will help you avoid common errors when dealing with retirement assets during your client’s lifetime and after your client’s death, from both an IRS and New York State point of view. Tax planning with retirement assets, including integrating retirement assets in an estate plan, will be discussed.

Additionally, the presentation takes on special significance since courts are challenging the creditor proof status of inherited IRAs.

The presenter, Seymour Goldberg, is well known and highly respected for his expertise in this area. As a bonus, his manual, Inherited IRAs – What the Practitioner Must Know, will be given to registrants, at no additional cost, as part of the course materials. The 124-page manual contains more than 120 examples.