Adapt Your IRA Planning Tactics to the New Rules
Course book included with all formats
The SECURE Act has killed the stretch and upended IRA planning tools and tactics, including those currently in place for many of your clients. This practical legal guide goes beyond merely stating the new problems to discuss real solutions and workarounds: both short-term and going forward. Stay on top of your practice - order today!
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JOHN R. BEDOSKY is of counsel to Hinman, Howard & Kattell, LLP, active in its estate planning practice group, and is a senior consultant with The Lustig Group, LLC. He has extensive experience representing individual and business clients in a variety of estate planning matters, including business succession planning; family wealth accumulation, preservation and transfer planning; estate and trust administration; fiduciary litigation; and related taxation matters. Mr. Bedosky is a frequent speaker on topics involving estate planning and estate administration. He has presented at continuing legal education seminars for the New York State Bar Association and the Minnesota State Continuing Legal Education Program. Mr. Bedosky has presented to the Minnesota Society of Certified Public Accountants (CPAs), the McGladrey & Pullen National Tax Conference, the Lutheran Brotherhood Annual Conference, and the Minnesota Planned Giving Conference. He was a speaker for a seminar series sponsored by the ATG Trust Company on planning and drafting for estate planners. Mr. Bedosky has also been a national seminar leader for Foxmoor Continuing Education and delivers full-day workshops on trust and estate income taxation. He has been an adjunct professor of law at the University of Minnesota Law School, the University of St. Thomas, and William Mitchell College of Law; an adjunct business taxation professor at the University of Minnesota’s Carlson School of Management; and a visiting professor of law at William Mitchell College of Law.
MICHAEL A. KIRTLAND is the managing member of the law firm of Kirtland & Seal, L.L.C., in Colorado Springs, Colorado, where he limits his practice to the areas of estate planning, wills and trusts, probate, elder law, mediation, and ethics. Mr. Kirtland is a member of the American Bar Association’s Real Property, Trust and Estate Law Section, and is the past chair of the Elder Law, Disability Planning and Bioethics Group. He is a member of the Senior Lawyers Division, where he is a past council member. Mr. Kirtland is also a member of the Colorado Bar Association (chair, Elder Law Section; past chair, Joint Task Force on Advance Health Care Directives; past chair, Trust and Estates Section's Forms Book Committee; member, Ethics Committee). He is past chair of the Judicial Performance Commission for Colorado’s Fourth Judicial District. He is a past vice-president and member of the Board of Directors of the National Elder Law Foundation, and is a fellow of the National Academy of Elder Law Attorneys. Mr. Kirtland is a registered mediator with the Alabama State Bar, and practices mediation in elder law, trust and estate, and probate matters. He has published numerous articles in a variety of legal publications. Mr. Kirtland earned his B.A. degree from Coe College and his M.P.A. degree, summa cum laude, from the University of Colorado, Colorado Springs. He received his J.D. degree, magna cum laude, from Faulkner University’s Jones School of Law and his LL.M. degree in taxation from the University of Alabama School of Law. Mr. Kirtland is licensed to practice law in both Alabama and Colorado. He is admitted to the U.S. Supreme Court, U.S. Tax Court, U.S. Court of Appeals for the Tenth and Eleventh circuits, as well as the Federal District Court for the Middle District of Alabama and for the District of Colorado. He is one of only seven attorneys in the state of Colorado designated as a certified elder law attorney by the National Elder Law Foundation.
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 trust, and other trust 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.