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.
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 |
|---|---|---|---|
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.
Accounting Credits
| Credit | Value | Field of Study | Format |
|---|---|---|---|
| CPE | 1.8 | Taxes | On-Demand/Recording |
Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550.
CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.
Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.
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