Course book included with all formats
IRA rules are changing and creating new challenges and planning opportunities. Do you have all the information you need to advise your clients? Help your clients maximize the benefit of IRAs with a practical guide to distributions to trusts. Get solutions to new and common problems and learn why and how to structure an IRA trust to comply with minimum distribution rules in the most tax-efficient manner. Order today!
10:00 am to 5:00 pm Eastern Standard Time
including - Ethics: 1.20
This program may qualify for up to 7.20 hours of self-study credit, which includes 1.20 hour of self-study ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of self-study CLE credit may be earned during a reporting period.
LINDA T. COX is the founder and owner of Cox Law Group, in Annapolis, where she practices in the areas of estate and business planning, fiduciary litigation and special education law. Ms. Cox has lectured on business law at Towson State University and at Essex and Dundalk Community colleges in Baltimore County, Maryland. She also taught a Maryland bar review course and English as a Second Language ("ESL") at Prince George's Community College. Ms. Cox has presented many estate planning seminars and workshops on various estate planning topics. She is a member of the Anne Arundel County and Maryland State (Estates and Trusts Section) bar associations. Ms. Cox earned her B.A. degree, cum laude, from Loyola University in Baltimore, Maryland and earned her J.D. degree from Pennsylvania State University Dickinson School of Law.
JOSHUA R. DRISKELL is a partner with Primuth, Driskell & Terzian, LLP, where he practices in the areas of business, tax and bankruptcy law and related matters. Prior to forming the firm, Mr. Driskell worked for multi-state law firm Mockensturm Limited advising business, nonprofit agencies, and individuals on tax and business matters. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association, and the State Bar of California. Mr. Driskell earned his bachelor’s degree from Bowling Green State University, his Masters of Business Administration degree from the University of Findlay, and his Juris Doctorate degree from the University of Toledo College of Law.
JANE M. FEARN-ZIMMER is a shareholder with Flaster Greenberg, P.C., in Cherry Hill, New Jersey. She dedicates her practice to serving clients in the areas of elder and disability law, special needs trusts, asset protection, tax and estate planning, and estate administration. Ms. Fearn-Zimmer is the editor of The Elder Law Report, Including Special Needs Planning. In New Jersey, she is also recognized as a leader in the area of using Medicaid compliant annuities. She filed three separate federal district court lawsuits against the state of New Jersey on behalf of clients who used Medicaid compliant annuities in order to allow clients obtain Medicaid eligibility to assist in covering their long term care costs. Each of the three cases involved the purchase of an immediate annuity pursuant to applicable Medicaid law in order to achieve Medicaid eligibility. In each case, the state of New Jersey denied Medicaid benefits. Ms. Fearn-Zimmer has presented on tax, special needs planning, Medicaid planning, guardianships, and estate planning topics. Representative publications include: "Planning with Medicaid Annuities", Estate and Financial Planning Council of Southern New Jersey, November/December 2014; "Gay Marriage in Transition: Recent Developments in the Legal Rights of Same-Sex Couples", 183 N.J.L.J. 95 (January 9, 2006), and "Special Needs Trusts Update", Estate and Financial Planning Council of Southern New Jersey, September/October 2010. She was a former federal judicial clerk to the Honorable John S. Unpingco, Chief Judge of the District Court of Guam, where she served on the Civil and Criminal Justice Reform Act Committees for the District of Guam. Ms. Fearn-Zimmer has been admitted to the New Jersey Bar since 1996, and previously practiced civil litigation in New Jersey. She is a member of the New Jersey State Bar Association, the New Jersey Chapter of the National Academy of Elder Law Attorneys, the Burlington County Bar Association, the Gloucester County Bar Association, and is a former chair of the New Jersey State Bar Association Elder and Disability Law Section. Ms. Fearn-Zimmer earned her B.A. degree from Chestnut College; her LL.M. degree in taxation, with distinction, from Temple University; and earned her J.D. degree from Rutgers School of Law.