Recording and Materials Only | Case Studies in Estate Planning for Retirement Benefits & When Retirement Benefits are Payable to a Trust
If you missed the program on November 7, a recording (2 hours) and materials are available for members only.
About the Program:
What estate planning moves are best for the client whose major asset is an IRA or other retirement plan, now that SECURE has taken away the life expectancy payout for most beneficiaries? Which clients can take advantage of the modified life expectancy payout still available for “eligible” beneficiaries---and is it worth it to do so? Options for how to provide for the surviving spouse, minor children, and disabled beneficiary. Planning for a traditional vs. a Roth IRA. Charitable split interest trusts and other planning ideas for dealing with SECURE.
Whether, when, and how to name a trust as beneficiary of your client=s retirement benefits, including complying with the IRS’s proposed “RMD” regulations and minimum distribution trust rules, plus how to navigate trust accounting and income tax issues that apply to retirement plan distributions and when to use multiple trusts.
About the Speaker:
Natalie B. Choate is an estate planning lawyer, writer, and speaker in the field of tax and estate planning treatment of IRAs and other qualified retirement plan accounts. Her book Life and Death Planning for Retirement Benefits (8th ed. 2019) is a leading resource for tax and investment professionals. Her articles have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management, and she is a frequent contributor to the Leimberg Information Services’ Employee Benefits Newsletter and Ed Slott’s IRA Advisor. She has lectured at major tax institutes and other venues in all 50 states, and now provides webinars for organizations around the country. Natalie is a fellow (retired status) and former Regent of the American College of Trust and Estate Counsel, former chair of its Employee Benefits Committee, and an editorial advisor for Trusts and Estates. The National Association of Estate Planners and Councils awarded her the Distinguished Accredited Estate Planner designation and the Hartman Axley Lifetime Service Award. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, The New York Times, and Forbes. Contact Natalie through her website www.ataxplan.com.
Logistics:
- Recording will be made available to those that register prior to the end of the month.
- Link to recording and outline will be emailed on a rolling basis as registration is received.
- Recording is available for a limited time.
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