Inherited IRAs

$169.00

Join us to learn about the various types and uses of IRA Trusts, using IRA Trusts as beneficiaries of estate plans, and IRA distributions in estate planning.  This course will cover the technical rules to follow in structuring optimal planning for clients with significant qualified retirement funds to protect assets, protect beneficiaries, and maximize tax savings.

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Event Details

Webinar Date

Webinar Time

Course Type

Course Instructor

Mary Akkerman, Esq.

Original Date Of Course

General Credits

2

Course Description

Join us to learn about the various types and uses of IRA Trusts, using IRA Trusts as beneficiaries of estate plans, and IRA distributions in estate planning.  This course will cover the technical rules to follow in structuring optimal planning for clients with significant qualified retirement funds to protect assets, protect beneficiaries, and maximize tax savings.

Principles

  • Why inherited IRA assets may be at risk for tax or creditor problems
  • How to structure planning to protect IRA assets before or after the owner’s death  

Syllabus

  1. Overview of IRAs
  2. Deadlines surrounding an owner’s death
  3. Getting beneficiary designations right
      • Examples and samples
  4. IRA trust planning
      • Conduit trusts
      • Accumulation trusts
      • Revocable versus irrevocable
      • Standalone trusts versus testamentary trusts
  5. Protecting inherited IRA accounts from creditors
  6. Post-mortem planning opportunities
  7. Checklists
  8. Sample forms

Instructor

Mary Akkerman, Esq.

 

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