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
A live 90-minute CLE video webinar with interactive Q&A
This CLE webinar 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
Regional Wealth Strategist
U.S. Bank Private Wealth Management
Mr. Morrow is currently a regional wealth strategist for U.S. Bank Private Wealth Management based in Cincinnati, Ohio... | Read More
Mr. Morrow is currently a regional wealth strategist for U.S. Bank Private Wealth Management based in Cincinnati, Ohio and advises high net worth clients on tax, trust and estate planning matters in conjunction with local financial advisory teams and other tax and legal counsel. He previously maintained a private law practice in Cincinnati and Springboro, Ohio, concentrating in taxation, probate, estate and business planning. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and is a board certified specialist in estate planning, probate and trust law through the Ohio State Bar Association. He also holds the certified financial planner (CFP®) and certified merger and acquisition advisor (CM&AA®) certifications. Mr. Morrow frequently contributes his expertise to lectures and publications analyzing estate planning issues.Close
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