Clarify How IRA Trusts Uses Have Changed Under the SECURE Act
Course book included with all formats
The way IRA trusts are beneficial to your clients has changed dramatically in the recent year. This practical guide breaks down the current challenges and opportunities by contrasting conduit and accumulation trusts. Structure distributions, take advantage of the five exceptions under the new law, and ensure tax-efficient transfer of IRAs your clients have come to expect. Order today!
Session Time: 1:00 PM - 2:30 PM Eastern
Presenter: Louis A. Silverman
LOUIS A. SILVERMAN is an attorney at Silverman Law Offices, where he practices in the areas of estate planning, estate administration, probate law, and related tax matters. Mr. Silverman became board certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices; and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tern on the Maricopa County Superior Court. He is a member of WealthCounsel and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is on the Board of Trustees of Southwest College of Naturopathic Medicine and past president of the Board of Directors of Tempe Leadership. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas, the U.S. District Court for Arizona, and the Western District of Texas.
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