Structuring IRA Trusts in Estate Planning to Comply With SECURE Act Rules
Modifying Trust Provisions, Minimizing Taxes and Preserving Assets, 10-Year Rule, Beneficiary Designations
Note: CPE credit is not offered on this program
Recording of a 90-minute CLE video webinar with Q&A
This CLE course will prepare estate planning practitioners and tax advisers to identify key estate planning issues associated with IRA trusts under the SECURE Act. The panel will outline the SECURE Act's rules and requirements, the asset protection and tax savings benefits, the new 10-year rule, and key considerations in modifying and structuring IRA trusts.
- Advantages of IRA trusts
- Asset protection benefits
- Tax planning considerations
- SECURE Act rules applicable to IRAs
- Structuring IRA trusts
The panel will review these and other key issues:
- What are the SECURE Act rules when using IRA trusts?
- What are the tax savings benefits of IRA trusts?
- What asset protection benefits are available through IRA trusts?
Salvatore J. LaMendola
Giarmarco Mullins & Horton
Mr. LaMendola specializes in charitable planning and planning for retirement plan benefits. He is the editor of the... | Read More
Mr. LaMendola specializes in charitable planning and planning for retirement plan benefits. He is the editor of the firm’s E-Update, a monthly publication that summarizes several recent developments of interest to estate planners. He is also the assistant editor of the firm’s Newsletter, a quarterly publication that contains several articles on estate planning, business succession planning and charitable planning topics. He has been a member of the firm since 1996 and of the State Bar of Michigan since 1994.Close
Edwin P. Morrow, III, J.D., LL.M. (Tax), MBA, CFP, CM&AA
Huntington National Bank Private Wealth Management
Mr. Morrow works with local Huntington Bank private wealth management teams and their clients. He focuses on thought... | Read More
Mr. Morrow works with local Huntington Bank private wealth management teams and their clients. He focuses on thought leadership in personal income tax, estate and private business advisory areas.Close