Course book included with all formats
This focused course offers practical strategies for ensuring the inherited IRAs last as long as possible and comply with the RMD rules. Learn IRA trust drafting tactics and planning approaches to maximize the stretch, ensure asset protection, and minimize tax burdens. Order today!
Session Time: 12:00 - 1:30 PM Eastern
Presenter: Adam J. Gottlieb
This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 1.50 hours of distance learning credit, including 1.50 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.
ADAM J. GOTTLIEB is a trusts and estates, tax and elder law attorney. He is the principal attorney of Adam J. Gottlieb, Attorney at Law, P.C. For more than 20 years, Mr. Gottlieb’s law practice has been concentrated in wills, trusts, estate planning, sophisticated tax planning, and generation-skipping transfer planning for high net-worth families, as well as elder law planning. He also advises fiduciaries in administering estates and trusts, including the preparation of estate tax returns. Finally, he represents fiduciaries and beneficiaries in estate and trust litigation in the Surrogate's Court. In addition to being a practicing attorney, he has been a certified public accountant since 1994. Mr. Gottlieb earned his B.S. degree from Long Island University/C.W. Post Campus and his J.D. degree from St. John's University School of Law.