The Secure Act has created the greatest opportunity for Estate Planning attorneys since the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA), a U.S. tax reform package that, among other things, created new employer-sponsored retirement plans and allowed for higher IRA contributions. Since then, significant changes have been made to the structure of planning IRAs. It is now more important than ever to understand the options available to your clients.

In this practical webinar, you will explore how planning for IRAs has evolved over the years—how it has changed, and how it has stayed the same. You will also examine Estate Planning Asset protections and “stretch” opportunities available. In addition, you will discuss the importance of identifying the Beneficiary’s Annual Income (BAI) and the Excess Annual Trust Tax (EATT™) when choosing the best planning strategies.

Upon course completion, you will be able to:

  • Determine the best options available for eligible designated, and other, beneficiaries
  • Calculate the tax impact for IRAs while living, after death, and 10 years after death, and determine best results for your clients
  • Utilize trusts after death to protect the IRA and minimize taxes
  • Determine when to choose a Roth conversion while living or a Rothalike™ Trust
  • Identify the type of beneficiary and IRA amount to maximize the stretch and minimize taxes

This course is eligible for CLE credit. Please be sure to check the Credits tab prior to enrolling to confirm this course has been approved for CLE credit in your state.

Faculty Member
David Zumpano

David J. Zumpano CPA, ESQ was born and raised in Central New York. He began his professional career with Price Waterhouse and later graduated from Syracuse College of Law. Dave’s firm has served as a “model law firm” for thousands of law firms across the country since 2001 based on his application of his reading of The E-Myth, by Michael Gerber, which is trained in his national organization, Lawyers with Purpose. Dave is credited with changing the way the Estate Planning Industry uses Trusts for Common Law Asset Protection as taught to attorneys since 2001 and memorialized in his scholarly law review Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010). Dave was also published in 1994 for his expertise on Medicaid Planning in What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95) and has written Estate Recovery- What can and can’t they get, which has been presented in many forums across the country. In 2015, Dave published Protect Your IRA, Avoid the 5 Common Mistakes.

CLE Credits (Law)

Credit Value Type Format
NALA - - Credit not available
NFPA - - Credit not available
AL 1.5 General
On-Demand/Recording
AK 1.5 General
On-Demand/Recording
AR Not Available General
On-Demand/Recording
AZ 1.5 General
On-Demand/Recording
CA 1.5 General
On-Demand/Recording
CO 1.8 General
On-Demand/Recording
CT 1.5 General
On-Demand/Recording
DE 1.5 General
On-Demand/Recording
FL 2 General
On-Demand/Recording
GA 1.5 General
On-Demand/Recording
HI 1.5 General
On-Demand/Recording
IA 1.5 General
On-Demand/Recording
ID 1.5 General
On-Demand/Recording
IL 1.5 General
On-Demand/Recording
IN 1.5 General
On-Demand/Recording
KS Not Available General
On-Demand/Recording
KY 1.5 General
On-Demand/Recording
LA 1.5 General
On-Demand/Recording
ME 1.5 General
On-Demand/Recording
MN 1.5 General
On-Demand/Recording
MO 1.8 General
On-Demand/Recording
MS Not Available General
On-Demand/Recording
MT 1.5 General
On-Demand/Recording
NC 1.5 General
On-Demand/Recording
ND 1.5 General
On-Demand/Recording
NE 1.5 General
On-Demand/Recording
NH 1.5 General
On-Demand/Recording
NJ 1.8 General
On-Demand/Recording
NM 1.5 General
On-Demand/Recording
NV 1.5 General
On-Demand/Recording
NY 1.5 General
On-Demand/Recording
OH 1.5 General
On-Demand/Recording
OK 2 General
On-Demand/Recording
OR 1.5 General
On-Demand/Recording
PA 1.5 General
On-Demand/Recording
RI 1.5 General
On-Demand/Recording
SC Not Available General
On-Demand/Recording
TN 1.5 General
On-Demand/Recording
TX 1.5 General
On-Demand/Recording
UT 1.5 General
On-Demand/Recording
VA Not Available General
On-Demand/Recording
VT 1.5 General
On-Demand/Recording
WA 1.5 Law and Legal Procedure
On-Demand/Recording
WI 1.5 General
On-Demand/Recording
WV 1.8 General
On-Demand/Recording
WY 1.5 General
On-Demand/Recording

In some CLE states, the course will be submitted to the bar after you register. If for any reason the course is not approved, we will fully refund your registration fee. If a state is listed on this course, then we are confident the course fits that state's standards and already is or will be approved for credit.

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What is a webinar?

A webinar is simply a seminar that you attend online. You either watch a live video feed of the speaker or listen to the speaker through your computer, tablet or phone’s audio.  You see the speaker’s slides, videos, and other presentation materials on your screen.

Can I ask questions during the webinar?

Yes. During the live webinar, you may submit questions and comments and the speaker will respond verbally. For a recorded webinar, your questions will be emailed to the speaker. You will typically receive a response from the speaker within two business days.

Can I attend using a tablet or smartphone?

Yes. You may attend a webinar using a computer, tablet or smartphone.

If I can’t attend a webinar live, can I view the recording later?

Yes. Shortly after each live program ends, we send all webinar registrants a link to the webinar recording. You can view the recording as many times as you like after the live webinar for up to 12 months.

What is an on-demand webinar?

An on-demand webinar is a previously recorded webinar that you may view at any time after your purchase for up to 12 months.

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You can stop a recording and later log back in and navigate to any point in the webinar. The system will not force you to view the entire recording from start to finish.

Can I listen to recorded webinars on a tablet or smartphone?

Yes. You will be able to listen to any of our on-demand webinars on your computer, tablet, or smartphone.

Do the webinars qualify for Continuing Education Credit?

Almost all of our webinars are approved for continuing education credit, including CLE (in all states), CCB, CPE, HRCI, IRS and SHRM credit.  Unlike many providers, we don’t charge you any additional fee to process your credit.  If you have specific questions, please call us at 703-372-0550 or contact us.

Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?

In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.

Will I receive a certificate of completion after the course?

Yes. A certificate of completion will automatically be uploaded to your Clear Law Institute account after completing the live or on-demand webinar.

Do I need to be a member to receive a certificate of completion?

No. An account will automatically be created for you when registering for a webinar. You will then be able to access your certificate of completion after completing a webinar.

How do I determine my states’s CLE requirements.

Please find your state listed here with instructions for calculating the number of credits in your state.

How will I submit my attendance to receive CLE credit in my state?

Please find your state listed here with instructions for confirming your CLE attendance.

How does the money-back guarantee work?

Clear Law Institute stands behind all of its courses with a no-risk, money-back guarantee. If you are not satisfied with the quality of a webinar, we will fully refund your money—no questions asked. If you purchase an annual all-access membership, you can cancel within 14 days for a full refund.

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