IRA Trust Strategies (Retired)

$0.00

This course is will provide an overview of IRA planning techniques, including the utilization of IRA trusts as a mechanism to maximize the stretch.   Attendees will learn the advantages to such trusts as well as practical tips for compliance with IRS guidelines.

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Retired LawPracticeCLE courses are available for informational purposes only. For these courses, accreditation will not be sought, attendance will be not be reported and certificates will not be provided.

After the 18-month “available” shelf life, courses are retired and can be viewed for information only.

Retired courses will be labeled and branded with a retired course manual cover.

 

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Event Details

Course Type

Original Date Of Course

Course Instructor

Chelsea E. Hunter, Esq.

General Credits

0

Course Description

This course is will provide an overview of IRA planning techniques, including the utilization of IRA trusts as a mechanism to maximize the stretch.   Attendees will learn the advantages to such trusts as well as practical tips for compliance with IRS guidelines.

Syllabus

  1. Overview of IRAs
  2. The stretch: concerns and planning
  3. Utilizing an IRA trust

Instructor

Chelsea E. Hunter, Esq.