Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Thursday, December 6, 2018

CLE on IRA Trusts: RMDs and Ensuring the Stretch

CLEThe National Business Institute is holding a teleconference entitled, IRA Trusts: RMDs and Ensuring the Stretch, on Thursday, December 20, 2018, at 11:00 a.m. to 12:30 p.m. Central. Provided below is description of the event:

Program Description
Ensure Clients Make the Most of Inherited IRAs
This focused course offers practical strategies for ensuring the inherited IRAs last as long as possible and comply with the RMD rules. Learn IRA trust drafting tactics and planning approaches to maximize the stretch, ensure asset protection, and minimize tax burdens. Register today!
Choose the most beneficial IRA trust structure and decide whether subtrusts are needed.
Get sample powers of appointment language that ensures the longevity of the trust.
Plan distributions to ensure RMD rules compliance.

Who Should Attend
This program is designed for attorneys. It will also benefit accountants, CPAs, and trust officers.

Course Content
How the Mechanics of the Retirement Account Shapes the IRA Strategy
Ensuring the Stretch: Beneficiary Designations, Individuals vs. Trusts, and More
Structuring the IRA Trusts and Subtrusts: Asset Protection and Tax Tactics
Drafting Powers of Appointment That Ensure the Longevity and Health of the Trust
Effective Approaches to Ongoing Compliance with the RMD Rules


Conferences & CLE, Estate Administration, Estate Planning - Generally, Non-Probate Assets, Trusts | Permalink


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