Find out What Can go Wrong with IRA Trusts and How to Prevent and Fix It
Prevent common mistakes that can render IRA trusts useless in tax planning. Understand their unique characteristics and get the tools you need to avoid key risk areas: from incorrect beneficiary designations to careless distributions planning. Register today!
Identify key rollover mistakes and find ways of correcting them.
Zero in on problematic IRA trust language and get samples of provisions that work.
Ensure tax effectiveness with overview of top tax planning mistakes.
Who Should Attend
This legal program is designed for attorneys looking to increase their knowledge of IRA trusts. Accountants, CPAs, estate planners, trust officers, and paralegals will also benefit.
Improper Choice of the IRA Trust
Retirement Account Rollover Failures
IRA Required Minimum Distribution Mistakes
IRA Trust Drafting and Administration Errors and Their Consequences
Tax Issues: Top Oversights in Planning and Reporting
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 3.50 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. Identify 2 rollover mistakes. 2. Recall 2 IRA trust language mistakes. 3. Restate 1 beneficiary designation mistake.Field(s) of Study -- Specialized Knowledge.
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.
PETER J. LOSAVIO JR. is a partner at Losavio & DeJean, LLC, in Baton Rouge, where he has been practicing law for more than 25 years. He is certified as an elder law attorney by the National Academy of Elder Law Attorneys and is one of only 500 attorneys in the United States with this certification. Mr. Losavio's professional certifications include certified public accountant; graduate of CFP Professional Program, College for Financial Planning, Denver, Colorado; board certified tax law specialist; board certified estate planning administration specialist; and certified by the Legal Board of Specialist of the Louisiana State Bar Association. Mr. Losavio has lectured for the National Society of Accountants, The Society of Louisiana Certified Public Accountants, and the Louisiana Trial Lawyers Association, Practicing Law Institute. He is a member of the Baton Rouge Bar Association, Louisiana State Bar Association, State Bar of Texas, American Bar Association, National Academy of Elder Law Attorneys, Special Needs Alliance, Life Care Planning Law Firms Association, and The College of the State Bar of Texas. Mr. Losavio earned his B.S. and masters degrees from Tulane University in New Orleans. He graduated from Louisiana State University Law School in Baton Rouge, Louisiana, and earned his Masters of Laws in taxation from the University of Florida. He is admitted to practice in Louisiana and Texas.
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