In this practical webinar, you will learn about:
- Why you always want your IRA beneficiary to be a Trust
- The four legal requirements for trusts to be the designated beneficiary of IRA’s
- The Clark v. Rameker Supreme Court decision and its impact on protecting IRA’s after death
Upon course completion, you will be able to:
- Protect Inherited IRA’s from creditors and predators and the nursing home
- Ensure your Trust is a qualified designated beneficiary
- Utilize the trust provisions and IRA beneficiary designations in conjunction to create multiple planning strategies for clients that don’t have to be finalized until after death
- Avoid the 5 greatest threats to IRA’s
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Taxes
Credit Type: Group Internet Based for the Live Program.
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John A.