With the SECURE Act's passing, the IRA stretch has been killed. IRA planning has been flipped, and it is crucial that you stay up to date. In this comprehensive toolkit, get the necessary insights to properly comply and to protect your clients' interests by helping them keep their money during changing times. Register today!
Identify the changes with the SECURE and CARES Acts in relation to IRAs.
Analyze how those changes affect IRAs and determine the best methods for planning forward.
Prevent one's IRA from affecting related financial income programs.
Determine if an IRA trust would be considered an ideal choice for clients following recent legal updates.
Who Should Attend
This program is designed for attorneys. Accountants and CPAs, wealth planners, trust officers, and paralegals will also benefit from this course.
IRAs Rules Under the SECURE Act and the CARES Act: What's Changed
Avoiding IRAs' Impact on Medicaid Planning
Asset Protection Considerations
Rollovers, Roth Conversions, and Other Inter-Vivos Planning Options
Regulatory Ethics: 1.00Specialized Knowledge: 6.00
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.This program is designed to qualify for 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to: 1. Explain what a charitable remainder trust is. 2. Recall at least two provisions of the SECURE Act affecting IRA planning. 3. Exercise judgement in whether an IRA trust would be considered an ideal choice for clients following recent legal changes.Field(s) of Study -- Specialized Knowledge; Regulatory Ethics.
CHARLES B. HADAD is a partner in The Lynch Law Group, LLC. He is chair of the firm's estates and trusts practice group and a member of the firm's corporate and business succession group. Mr. Hadad concentrates his practice in the areas of estate planning, estate administration, probate, trust administration, real estate transactions, and corporate and business planning. He advises clients in all facets of estate planning and estate administration. Mr. Hadad is an experienced litigator for Orphans' Court and has successfully represented fiduciaries in surcharge actions, defended will contests, and asserted claims on behalf of beneficiaries and other interested parties for breach of fiduciary duty in the course of estate and trust administration. He is a member of the Pennsylvania and Allegheny County (Probate & Trust Section Council) bar associations and the Pittsburgh Estate Planning Council. Mr. Hadad earned his B.A. degree from the University of Pittsburgh and his J.D. degree, with honors, from the Thomas M. Cooley Law School.
PAUL W. HAMILTON is the sole practitioner with Hamilton Estate Planning where he handles all matters related to estate planning. He earned his B.S. degree from the University of North Georgia and his J.D. degree from Walter F. George School of Law, Mercer University. Mr. Hamiltion is admitted to practice in the following courts, United States Court of Federal Claims, U.S. District Court for Middle District of Georgia, Georgia Supreme Court and Court of Appeals, and all state courts in Georgia. He is a member of the Lowndes County Bar Association and the State Bar of Georgia.
RHONDA A. MILLER is a partner with the Fairfax, Virginia law firm of Dunlap Bennett & Ludwig PLLC, where she concentrates on sophisticated estate planning, including special needs trusts, asset protection trusts, spousal lifetime access trusts, charitable remainder trust, qualified small business trusts, and other trusts used to minimize or eliminate capital gains and estate tax. In addition, she focuses on administering large and complex estates, including litigation with respect to those estates and correcting documents to optimize tax efficiencies. She frequently teaches continuing legal education and is a continuing education sponsor for the Certified Financial Planner Board and insurance agents. She is a member of the bars of the Commonwealth of Virginia, the District of Columbia, and California. Ms. Miller earned her B.A. degree, with honors, from Pennsylvania State University; and J.D. degree, with honors, from Loyola Law School in Los Angeles.
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