IRAs at Death & Beyond Including Trusts - 20+ Case Studies

IRAs at Death & Beyond Including Trusts - 20+ Case Studies

Regular price $159.00

The Treasury has finally promulgated the proposed regulations to implement the SECURE Act. It includes many refinements to the post-mortem distribution rules. Reviewing beneficiary designations and otherwise updating estate plans will be necessary. Specifically, this advanced session will include the following:

  • A review of how the new regulations are structured
  • Tools to distill the new rules to common practical situations
  • Nuances to the new 10-year rule
  • Planning for the surviving spouse
  • Planning to capture the five exceptions to the new 10-year rule
  • 22 practical examples make the new rules easy to understand
  • Disability and special needs issues RMDs during the 10-year period for deaths after the RBD
  • No forced RMDs for Roths during the first nine years after death
  • Special rules for spouses, including rollover rules
  • New provisions for decanting and reforming IRA trusts
  • New provisions for Power of Appointment trusts
  • Easy and concise case studies

Presented by: 

CLE: 1.0 general credit (verify CLE credit)

States Pre-Approved: AR, CA, NV, MO, NJ, NY, OK, PA, VT

(AK, AZ, CT, NH eligible to claim credit)

States Pending Approval: CO, GA, IL, NC, OH, UT

We will apply for approval in other US states as registrations warrant,* with exception to the following: KS, RI, VA, WA**

* Approval process times will vary

** We will supply you with the information needed to self-apply

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WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.


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