In this webinar, you will learn how to properly plan for the disposition of retirement benefits in estates that are below the threshold for filing a federal estate tax return. You will learn how proper planning can allow retirement benefits to pass to heirs in a tax-efficient manner and allow for continued tax-deferred growth.
After completing this course, you will be able to describe:
- The differences between profit sharing/401(k) plans and defined benefit plans and how they are handled in estate plans
- How to deal with IRAs vs. Roth IRAs
- The minimum distribution rules and how can they be leveraged to the beneficiaries’ interests
- The advantages and disadvantages of establishing trusts as beneficiaries of retirement assets
- Overview of retirement plans within an estate
- Beneficiary designation issues
- Post-mortem planning challenges
- Checklist for practitioners advising clients
Givner & Kaye
Bruce Givner is a founding partner of the Law Offices of Givner & Kaye. Mr. Givner has been practicing tax law for almost four decades concentrating on income tax planning, estate tax planning, sophisticated retirement plans, asset protection planning, charitable planning, capital gain planning, tax litigation, and the representation of high net worth and high income families, as well as individuals and their closely held corporations.
CLE Credits (Law)
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|NY||1.5|| Areas of Professional Practice (NY)||On-Demand/Recording|
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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.
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?
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Is there a deadline to register for a webinar?
You can register for a live webinar up until the time the webinar begins.
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I have not received an email with instructions on accessing the webinar. What should I do?
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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.
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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.
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I completed a webinar, but it is still showing as incomplete in my account.
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I downloaded my certificate of completion, but it doesn’t have my continuing education information listed on it.
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