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SUMMARY:Tax Reform Seminar Series\, Part VIII: Estate Planning 
 Considerations for Retirement Assets
DTSTART:20190613T120000Z
DTEND:20190613T140000Z
LOCATION:1810 Chapel Ave. West, Cherry Hill, NJ 08002
DESCRIPTION:Retirement assets comprise a significant portion of 
 most clients’ estates.\nLearn some of the planning considerations 
 and techniques to maximize the\nbenefit of this asset class.  The 
 seminar will focus on:\n\n-Special issues for minor 
 beneficiaries\n-Pitfalls in naming trusts as the beneficiary of 
 retirement assets\n-Paying retirement assets to a special needs 
 trust\n-How to deal with taxes attributable to retirement 
 assets\n-Self-directed IRAs\n-Roth IRAs and “Backdoor” Roth 
 IRAs\n-Using retirement assets for charitable giving\n-Pros & 
 cons of rolling your 401(k) into an IRA\n\nSpeakers:\nJonathan 
 Ellis\, Shareholder\, Trusts & Estates and Business & 
 Corporate\nDepartments\, Flaster Greenberg PC\n\nMarc Miller\, 
 Attorney\, Trusts & Estates and Business & 
 Corporate\nDepartments\, Flaster Greenberg PC\n\nDate & 
 Time:\nThursday\, June 13\, 2019\nRegistration and Networking:  
 8:00 – 8:30 a.m.\nSeminar and Q&A: 8:30 – 10:00 
 a.m.\n\nLocation:\nFlaster Greenberg PC\n1810 Chapel Ave 
 West\nCherry Hill\, NJ 08002\n\nCredits: \nAttorneys: 1.5 
 substantive Pennsylvania CLE credits (NJ reciprocal) \nCPAs: 1.5 
 PA and NJ CPE credit
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