The "IRA stretch" has been in the cross-hairs of the rule-makers for a few years now. With the proposal of the SECURE Act and ongoing IRS enforcement efforts, the practice is undergoing some significant re-evaluation of its current tactics. Are your approaches keeping up with the times? This incisive analysis will give you the latest information to help you provide up-to-the-minute advice to your clients. Order today!
Session time: 2:00 - 3:30 PM Eastern
Presenter: Rhonda A. Miller
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 trusts, 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. Ms. Miller is a highly sought after public speaker. She frequently teaches continuing legal education and is a continuing education sponsor for the Certified Financial Planner Board and insurance agents. Ms. Miller was named Best Attorney by the Wall Street Journal and won Top 50 Women Lawyers in Virginia. 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 her J.D. degree, with honors, from Loyola Law School in Los Angeles.