Structuring IRA Trusts in Estate Planning: Strategies for Minimizing Taxes and Preserving Assets

Recording of a 90-minute CLE/CPE webinar with Q&A

Conducted on Thursday, September 17, 2015

Recorded event now available

or call 1-800-926-7926
Program Materials

This CLE/CPE webinar will prepare estate planning practitioners and tax advisors 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 trust assets’ value grows 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 and tax advisors 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.

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Outline

  1. Advantages of IRA trusts
  2. Asset protection benefits
  3. Tax savings benefits
  4. Minimum distribution rules and rules applicable to IRAs
  5. Structuring IRA trusts

Benefits

The panel will review these and other key issues:

  • 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

LaMendola, Salvatore
Salvatore J. LaMendola
Member
Giarmarco Mullins & Horton

Mr. LaMendola specializes in charitable planning and planning for retirement plan benefits. He is the editor of the...  |  Read More

Morrow, Edwin
Edwin P. Morrow, III, Esq.
Director, Wealth Transfer Planning and Tax Strategies
Key Private Bank Family Wealth Advisory Services

Mr. Morrow advises high net worth private banking clients on tax, trust and estate planning matters. He previously...  |  Read More

Other Formats
— Anytime, Anywhere

Strafford will process CLE credit for one person on each recording. All formats include program handouts. To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video

$297

Download

CPE Not Available

$297