CLE on Inherited IRAs in Estate Planning

The National Business Institute is holding a teleconference entitled, Inherited IRAs in Estate Planning, on Wednesday, November 28, 2018 at 9:00 a.m. to 10:30 a.m. Central. Provided below is a description of the event.

Program Description

Make the Best Use of Inherited IRAs

Clarify IRA rollover and minimum distribution rules to help your clients maximize the benefit of inherited IRAs after the Clark decision. Get practical solutions to new and common problems and learn why and how to draft an IRA trust. Register today!

• Clarify required minimum distribution rules and find the best ways to comply.
• Determine whether an IRA trust is a wise choice for your clients.
• Find out how to resolve multiple beneficiary challenges.

Who Should Attend

This legal guide is designed for attorneys. It will also benefit accountants, CPAs, trust officers, and paralegals looking to increase their knowledge of IRA rollover rules.

Course Content

• SCOTUS Clark v. Rameker Decision on Inherited IRAs
• Implications for Inherited IRAs in Non-Bankruptcy Cases
• Rollover Rules and Tactics
• Recent IRA Guidance on Inherited IRAs
• IRA Required Minimum Distribution Rules
• Multiple Beneficiaries: Problems and Solutions
• IRA Trusts

Continuing Education Credit

Continuing Legal Education

Credit Hrs State
CLE 1.50 -  AK
CLE 1.50 -  AL
CLE 1.50 -  AR
CLE 1.50 -  AZ
CLE 1.50 -  CA
CLE 2.00 -  CO
CLE 1.50 -  CT
CLE 1.50 -  DE
CLE 2.00 -  FL
CLE 1.50 -  GA
CLE 1.50 -  HI
CLE 1.50 -  IA
CLE 1.50 -  ID
CLE 1.50 -  IL
CLE 1.50 -  IN
CLE 1.50 -  KS
CLE 1.50 -  KY
CLE 1.50 -  LA
CLE 1.50 -  ME
CLE 1.50 -  MN
CLE 1.80 -  MO
CLE 1.50 -  MP
CLE 1.50 -  MS
CLE 1.50 -  MT
CLE 1.50 -  NC*
CLE 1.50 -  ND
CLE 1.50 -  NE
CLE 1.50 -  NH
CLE 1.80 -  NJ
CLE 1.50 -  NM
CLE 1.50 -  NV
CLE 1.50 -  NY*
CLE 1.50 -  OH
CLE 2.00 -  OK
CLE 1.50 -  OR
CLE 1.50 -  PA
CLE 1.50 -  RI
CLE 1.50 -  SC
CLE 1.50 -  TN
CLE 1.50 -  TX*
CLE 1.50 -  UT
CLE 1.50 -  VA
CLE 1.50 -  VT
CLE 1.50 -  WA
CLE 1.50 -  WI
CLE 1.80 -  WV
CLE 1.50 -  WY

Continuing Professional Education for Accountants

Credit Hrs State
CPE for Accountants 1.50 -  AZ
CPE for Accountants 1.50 -  NY*
CPE for Accountants 1.50 -  WA
CPE for Accountants 1.00 -  WI

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 1.50 *

* denotes specialty credits