Estate Planning for Retirement Assets: Taxation and Other Challenges
Maximizing Tax Benefits, Evaluating Beneficiary Designations, and Navigating Minimum Required Distribution Rules
Recording of a 90-minute CLE webinar with Q&A
This CLE course will provide trust and estate attorneys and advisors with strategies for estate planning that involve retirement benefits. The panel will outline best practices to minimize tax impact and to make retirement assets payable to trusts.
Outline
- Distribution rules and considerations (including MRD rules)
- Beneficiary designations, including trusts
- Strategies related to surviving spouse
- Disclaimers
Benefits
The panel will review these and other key questions:
- Under what circumstances should a trust be designated as a beneficiary of retirement benefits?
- What are the key considerations in deciding beneficiary designations?
- What minimum required distribution rules should be the focus in crafting the estate plan?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Faculty
James J. Ruggiero, Jr.
Senior Partner
Ruggiero Law Offices
He practices in the area of estate planning, estate administration, elder law, business law and real estate. The focus... | Read More
He practices in the area of estate planning, estate administration, elder law, business law and real estate. The focus in the estate planning area involves drafting and funding trusts, special needs trusts, guardianships and Medicaid planning. In the business law area, he focuses on incorporations and succession planning.
CloseKeith A. Herman
Officer
Greensfelder Hemker & Gale
His practice focuses on estate planning, including sophisticated aspects of wealth preservation and transfer tax... | Read More
His practice focuses on estate planning, including sophisticated aspects of wealth preservation and transfer tax planning for high net worth individuals. He works on retirement account planning, asset protection, and family owned business succession planning. He lectures and published articles for Probate & Property, the St. Louis Bar Journal, the Missouri Bar Journal, and St. Louis Lawyer.
CloseRex L. Hogue
Partner
Bolinger & Hogue
His practice is focused on estate planning, including estate and gift tax planning, tax planning, business planning,... | Read More
His practice is focused on estate planning, including estate and gift tax planning, tax planning, business planning, asset protection planning, charitable planning, probate matters, and planning for estates ranging in size up to about $70 million. He frequently works with other attorneys on complex estate planning cases. He is a published author and frequent lecturer on estate planning issues.
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