Seminar July 13, 2010

Planning and Drafting IRA Benefits Trusts

Event Detail
July 13, 2010

Alston & Bird introduced the first in a series of webinars to discuss sophisticated wealth management topics.  A client’s IRA or qualified plan account often constitutes a significant portion of his or her net worth. Planning for the post-death transmission of those assets is both complex and critical to achieving the client’s wealth planning objectives. This program navigated the tricks and turns of the income and estate tax rules implicated when a trust is named as beneficiary. The webinar included the following topics:

• Review of Terminology - Navigating the Alphabet Soup of IRA Planning  The Minimum Distribution Rules - Review of What Everyone Must Do  “Stretching Out” an IRA - The Keys to Tax Income Deferral  Special Rules When a Trust is Beneficiary - Tax and Nontax Issues When Using a Trust  Marital Deduction – “QTIPing” an IRA - How to Save the IRA from both the IRS and Remarriage Drafting Issues - Techniques and Tips on Drafting the IRA Benefits Trust to Suit Your Needs

Tuition for the webinar was $175.00, and CLE credit was pending for this program.

July 13, 2010 / 12:00pm - 1:00pm EDT


Media Contacts
Nicholas Clarke
Senior Communications Manager
Phone: 212.210.1222
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