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IRAs in Estate Planning: Trusts as Beneficiaries

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National Business Institute
November 12, 2019

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Learn How to Make the Best Use of IRAs in Estate Planning in this NBI Webinar!

IRA rules are changing and creating new challenges and planning opportunities. Do you have all the information you need to advise your clients? Help your clients maximize the benefit of IRAs with a practical guide to distributions to trusts. Get solutions to new and common problems and learn why and how to structure an IRA trust to comply with minimum distribution rules in the most tax-efficient manner. 

Agenda

  1. RMD (Required Minimum Distribution) Rules for IRAs: A Quick Overview
  2. Choosing Between Individual and Trust Beneficiaries
  3. Good (and Bad) Reasons for Naming a Trust as Beneficiary
  4. Qualifying a Trust for Look-Through Treatment
  5. Is it Possible to Create and Name Separate Shares as Beneficiary?
  6. Choosing Between a Conduit and an Accumulative IRA Trust: What Fits Your Client's Situation Better?
  7. Standalone Retirement Trust Pros and Cons
  8. Fixing Problems
  9. Legal Ethics: Maintaining Professional Integrity

Date and Time

Tuesday, November 12, 2019
10:00 AM - 5:00 PM Eastern

Speakers

Credits

Approved for 7.2 NJ CLE (including 1.2 Ethics) credits

Practice Areas

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