IRAs and Retirement Assets Planning

Agenda / Content Covered

1. Retirement Planning Vehicles Overview: Contribution Dates, Limits, Rules, etc.
   10:00 - 10:30, Thomas J. Murphy
2. Social Security Retirement and Survivor Benefit Planning
   10:30 - 11:00, Thomas J. Murphy
   1. Computing SS Benefits
   2. Benefits Strategy: Defer Claiming Until FRA
   3. Planning Options for Married Couples
   4. Disability and Survivor's Benefits
   5. Claiming Survivor Benefits in Probate: Exempt Property and Allowanc
3. Beneficiary Planning
   11:00 - 11:30, Charles B. Hadad
   1. Beneficiary Designations Update and Mistakes
   2. Life Expectancy
   3. Person vs. Trust
   4. Qualifying a Trust as a Beneficiary
   5. Conduit vs. Accumulation
4. Rollovers, Including Qualified Charitable Distributions (QCDs)
   11:45 - 12:15, Thomas J. Murphy
5. Inherited IRAs and Trusts Strategies Under the SECURE Act
   12:15 - 1:15, Charles B. Hadad
   1. RMDs
   2. Tax
   3. Creditor Protections
   4. Roth Conversions
   5. Life Insurance
   6. Revising Distribution Strategies
   7. Special Needs Planning with an Inherited IRA

Accreditation Details:

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.

 

Thomas J Murphy is an attorney located in the Ahwatukee area of Phoenix. His practice emphasizes estate planning, elder law (including nursing home issues), all probate matters (including contested matters and guardianships), and tax controversies. Mr. Murphy has regularly appeared before the Arizona Court of Appeals, litigating many of the cutting-edge appellate cases in probate law and has successfully litigated cases in the U.S. Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals. He is a member of the National Academy of Elder Law Attorneys, the State Bar of Arizona (Tax Law, Probate and Trust Law, Mental Health and Elder Law sections), and the Arizona Medicaid Planning Council. He serves on the advisory board of the Phoenix Tax Workshop and the editorial board of NAELA News. Mr. Murphy graduated from Tufts University, with honors, and he earned his J.D. degree from Suffolk University Law School.