The SECURE Act of 2019 (and to a smaller extent the CARES Act of 2020) has caused a tectonic shift in IRA planning. Reflect on last year's changes and get tools for IRA planning looking forward. Get immediate answers to the fast-changing RMD requirements and recent relief. Analyze the reality of IRA trusts in the new legislative environment and provide real solutions to your clients. Get the latest updates and strategies - register today!
Clarify the effects of the new laws on existing IRA trusts.
Qualify conduit trusts for the stretch under the new, much narrower exceptions.
Get new tools for modifying existing trusts that no longer serve their purpose.
Anticipate and minimize tax burdens for beneficiaries.
Come away with useful new planning options for your current clients.
RMDs After the CARES Act Relief of 2020
How IRA Trusts Function Under the New Rules
Conduit Trusts: Qualifying for the Stretch Under the 5 New Narrow Exceptions
Duties of (and Courses of Action for) the Trustees of the Existing IRA Trusts
Ideas for Dealing with the 5 Year Payout: Charities, Life Insurance, etc.
What Can be Done to Modify/Terminate IRA Trusts? Can You Revoke an Irrevocable Trust?
DAVID J. ZUMPANO is the founder of The Estate Planning Law Center, David J. Zumpano CPA, Esq., which has served as a "model firm" for more than one thousand law firms across the country. His approach is based in part on his application of concepts from The E-Myth by Michael Gerber. Mr. Zumpano built the first cloud-based law practice management system integrated with documentation creation software for estate, Medicaid and asset protection planning law firms. It has transformed the way law firms are run and interact with clients technologically and has been implemented by hundreds of law firms nationwide. In 2001, Mr. Zumpano founded Medicaid Practice Systems, LLC (MPS). He is known as the founder of the Medicaid Practice Industry, which began with his innovative Medicaid Practice Program that educated attorneys across the country on how to add Medicaid planning to their estate planning and elder law practices. In 2012, he transformed MPS into Lawyers with Purpose, LLC, where he continues to help attorneys from all backgrounds create proficient, profitable practices that protect the personal and financial freedom of families. Mr. Zumpano has been featured in the Wall Street Journal and on National Public Radio. He is a regular speaker and trainer on the application of cutting-edge technologies to estate planning, asset protection, Medicaid planning, and law practice management. His unique approach has been adopted by many national, regional, and local legal organizations, as well as banking and financial institutions. Mr. Zumpano is also credited with changing the way the estate planning industry uses trusts for common law asset protection and Medicaid planning, as memorialized in his scholarly law review, "Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed" (Syracuse Law Review, Vol. 1, Fall 2010). His expertise in Medicaid planning was further exemplified when, in 1994, Mr. Zumpano published "What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid" (the Digest, 1994-95). He wrote Estate Recovery; What Can and Can’t They Get, which has been presented in many forums across the country. In 2015, Mr. Zumpano authored Protect Your IRA, Avoid the 5 Common Mistakes, a contributory book offering for estate planning attorneys. He earned his J.D. degree from Syracuse University College of Law.
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