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
Recording of a 90-minute CLE/CPE 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 panelist will outline the current SECURE Act's rules and requirements, the potential implications of SECURE Act 2.0, the asset protection and tax savings benefits, the 10-year rule, and critical 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 panelist will review these and other key issues:
- What are the SECURE Act rules when using IRA trusts?
- Income and estate tax considerations with IRA trusts?
- What asset protection benefits and other benefits are available through IRA trusts?
Kegler Brown Hill + Ritter
Mr. Sigmund has more than 40 years of experience practicing law and is well known for his ERISA work. He works with... | Read More
Mr. Sigmund has more than 40 years of experience practicing law and is well known for his ERISA work. He works with clients, from individuals to large organizations, to achieve their goals with the design, implementation and administration of both qualified and non-qualified retirement and deferred compensation plans. In this regard, Mr. Sigmund has assisted many clients with the structure, implementation and administration of ESOPs. Additionally, he represents closely held businesses and business owners regarding fringe benefits, compensation planning, 409A issues and insurance planning. Mr. Sigmund has a wealth of experience in the design and implementation of executive compensation plans, employment agreements and severance agreements. He counsels clients and has served as an expert witness in ERISA litigation cases with respect to both pension and welfare benefit plan matters. With mergers or acquisitions, Mr. Sigmund regularly assists clients with the employee benefit issues that surround these transactions including transactions that involve ESOP owned companies.Close