TAX REFORM SEMINAR SERIES
Effective Strategies to Take Advantage of the Tax Cuts & Jobs Act
PART VIII: Estate planning considerations for retirement assets
Retirement assets comprise a significant portion of most clients’ estates. Learn some of the planning considerations and techniques to maximize the benefit of this asset class. The seminar will focus on:
- Highlights of the SECURE Act just passed by the House
- Special issues for minor beneficiaries
- Pitfalls in naming trusts as the beneficiary of retirement assets
- Paying retirement assets to a special needs trust
- How to deal with taxes attributable to retirement assets
- Self-directed IRAs
- Roth IRAs and “Backdoor” Roth IRAs
- Using retirement assets for charitable giving
Speakers:
-
Jonathan Ellis, Shareholder, Trusts & Estates and Business & Corporate Departments, Flaster Greenberg PC
-
Marc Miller, Attorney, Trusts & Estates and Business & Corporate Departments, Flaster Greenberg PC
Date & Time:
Thursday, June 13, 2019
Registration and Networking: 8:00 – 8:30 a.m.
Seminar and Q&A: 8:30 – 10:00 a.m.
Location:
Flaster Greenberg PC
1810 Chapel Ave West
Cherry Hill, NJ 08002
Credits:
Attorneys: 1.5 substantive Pennsylvania CLE credits (NJ reciprocal)
CPAs: 1.5 PA and NJ CPE credit
