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
REGISTRATION IS CLOSED FOR THIS EVENT