IRA Trusts in Estate Planning for Tax Savings and Asset Preservation
Recording of a 90-minute CLE webinar/teleconference with Q&A
Conducted on Thursday, May 31, 2012
Recorded event now available
This CLE webinar will prepare estate planning practitioners to identify opportunities for estate planning associated with IRA trusts. The panel will outline the asset protection and tax savings benefits, structuring IRA trusts, and minimum distribution rules.
Description
IRA trusts provide important estate planning benefits. The trust allows distributions to be extended over time to reduce tax liabilities while the value of the trust assets increase tax-free during the beneficiaries’ lifetime. IRA trusts also provide asset protection from creditors or divorce.
The IRA trust, set up as the beneficiary of an IRA account, must adhere to specific rules from the time the trust is created and must stay in compliance with changes in IRA rules. Counsel must also understand the minimum distribution rules that play a role in the estate planning process.
Listen as our authoritative panel of estate planning attorneys discusses best practices for maximizing the benefits of IRA trusts, identifies the advantages of these trusts, explains drafting techniques, and reviews minimum distribution rules.
Outline
- Advantages of IRA trusts
- Asset protection benefits
- Tax-savings benefits
- Minimum distribution rules and rules applicable to IRAs
- Structuring IRA trusts
Benefits
The panel will review these and other key questions:
- What are the minimum distribution rules that must be complied with when using IRA trusts?
- What are the tax-savings benefits of IRA trusts?
- What asset protection benefits are available through IRA trusts?
Faculty
Scott K. Tippett, Director
Carruthers & Roth, Greensboro, N.C.
He focuses on wealth law and provides an integrated approach to estate planning and administration, asset protection planning, business law, and tax matters. He counsels on a full range of business, tax, asset protection, and estate planning matters including estate and tax planning for high and ultra high net worth individuals. He frequently presents on asset protection planning and tax matters.
Gregory Herman-Giddens, President
TrustCounsel, Chapel Hill, N.C.
His practice focuses on estate planning, probate, trust administration, asset protection and taxation. He is a board certified specialist in estate planning and probate law and a certified financial planner. He is a frequent speaker and published author on issues involving estate planning and asset protection and publishes the North Carolina Estate Planning Blog. He is licensed to practice in North Carolina, Florida, Tennessee and New York.
Ordering
Online CLE - Audio Recording
Includes streaming audio of full program plus handouts (available 24 hours after live program).
CLE:
Pre-approved for participatory or non-traditional/alternate format credit in: CA, HI*, NY*, WV*.
Pre-approved for self-study credit in: AK, AZ, MO, MT, TX*, VT, WA.
Upon request, also available in: CO, CT*, FL, GA, ID, KY, LA*, ME, NC, ND, NE, NH, NM, NV, OR*, SC, TN, UT, WI, WY. If you are applying for credit in one of these states, make sure to select those states when placing your order.
(*Indicates that Strafford must report attendance.)
Online CLE Audio $127.00
Available 24 hours after the live event
Recorded Event
Includes full event recording plus handouts (available after live seminar).
CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, HI, MO, MT, NY, TX*, VT, WA, WV. Upon request, self-study credit is also available in: CO, FL, GA, ID*, KY, ME, ND, NE, NH, NM, NV, OR, UT, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or CLE@straffordpub.com. (*Indicates that Strafford needs to process the CLE — see below to purchase this option.)
Webinar Download (Slide Presentation with Audio) $127.00
Available three business days after the live event
DVD (Slide Presentation with Audio) $127.00
plus $9.45 S&H
Available ten business days after the live event
MP3 Download (Audio with Slide PDFs) $127.00
Available 24 hours after the live event
CD (Audio with Slide PDFs) $127.00
plus $9.45 S&H
Available ten business days after the live event
Webinar/Teleconference
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Program Materials
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Program Materials
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CLE Credit
Strafford's live seminars qualify for CLE in every state that accredits webinars. They offer you a high quality, cost effective, and convenient CLE option, with no lost travel time or expenses.
Customer Reviews
The program was well organized and discussed the major issues.
Roxy Hammett
Wolff & Samson
The webinar offered excellent insight into some specific areas.
Beth Ann R. Lawson
Virginia Beach Law Group
The seminar was very informative and easy to understand.
Amy Allison
Anderson Hunter Law Firm
Better than I expected. Well done on both subject matter and production quality.
Jeff Simpson
Gordon, Fournaris & Mammarella
I thought the information provided was great.
Erika Gamiz
Law Offices of Marcia L Kraft
Estate Planning Advisory Board
Partner
Annino & Ligon
Consultant, Speaker and Author
Napa, CA
Partner
McArthur Franklin
Partner and Practice Group Leader - Tax
Waller Lansden Dortch & Davis
Partner
Schiff Hardin
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