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:
Special issues for minor beneficiariesPitfalls in naming trusts as the beneficiary of retirement assetsPaying retirement assets to a special needs trustHow to deal with taxes attributable to retirement assetsSelf-directed IRAsRoth IRAs and "Backdoor" Roth IRAsUsing retirement assets for charitable givingPros & cons of rolling your 401(k) into an IRASpeakers:Jonathan Ellis, Shareholder, Trusts & Estates and Business & Corporate Departments, Flaster Greenberg PC Marc Miller, Shareholder, Trusts & Estates and Business & Corporate Departments, Flaster Greenberg PCCredits:
Attorneys: 1.5 substantive Pennsylvania CLE credit (NJ reciprocal)
CPAs: 1.5 PA and NJ CPE credit
Date and Time:
Thursday, June 13, 2019
Breakfast/Registration/Networking: 8:00 a.m.
Seminar and Q&A: 8:30 - 10:00 a.m