Estate Planning for Pension and 401Ks, IRAs/Roth IRAs, Beneficiary Designations, and Post-Mortem Administration
|Date / Time:
This webinar will discuss planning for the disposition of retirement benefits for estates below the threshold for filing a federal estate tax return. The program will look at retirement plan differences, beneficiary designations, and post-mortem planning.
Even estates not subject to federal estate tax due to the increase in the estate tax exemption in 2015 are very likely to contain retirement assets. Proper disposition of retirement assets can allow benefits to pass to heirs in a tax-efficient manner and allow for years of continued tax-deferred growth. However, counsel and tax advisors must carefully advise and guide clients to avoid loss of tax deferral with retirement plan assets.
Tax advisors and counsel must be prepared to advise a client on how to dispose of retirement assets since such assets are frequently a significant part of the client’s estate. Failure to have a firm grasp of the relevant income tax and ERISA rules will put a client’s assets at risk unnecessarily.
Listen as our panel offers practical advice on how to plan for retirement benefits in an estate. The panel will review the types of retirement plans (defined contribution, defined benefit, IRAs, and Roth IRAs), beneficiary designations, and administration of the retirement assets after the death of the participant.
- Overview of retirement plans within an estate
- Beneficiary designation issues
- Post-mortem planning challenges
- Checklist for practitioners advising clients
The panel will review these and other key issues:
- What are the differences between profit sharing/401(k) plans and defined benefit plans and how they are handled in estate plans?
- How should advisors deal with IRAs vs. Roth IRAs?
- What are the minimum distribution rules and how can they be leveraged to the beneficiaries’ interests?
- What are the advantages and disadvantages of establishing trusts as beneficiaries of retirement assets?
After completing this course, you will understand the differences between profit sharing/401(k) plans and defined benefit plans and how they are handled in estate plans, dealing 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.
Bruce Givner, Principal
Givner & Kaye, Los Angeles
Mr. Givner has been practicing tax law for more than three decades, specializing in 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. He speaks frequently on topics and subjects within his extensive expertise.
Kristen M. Lynch, Shareholder
Fowler White Burnett, Fort Lauderdale, Fla.
As a shareholder in the Firm’s Trusts & Estates group, Ms. Lynch focuses her practice on estate planning, probate and retirement planning, and IRA matters. An Accredited Estate Planner (AEP), she has over twenty years of experience in trust and estates law, working almost exclusively with high net worth IRA clients for the last seventeen years. Ms. Lynch is also a Certified Trust and Financial Advisor as well as a Certified IRA Services Professional.
CPE Credits Available!
This program has been approved for 1.5 CPE hours through Strafford Publications. CPE Credit is available only for the LIVE webcast. Recorded versions do not qualify for credit.
To obtain CPE credit, attendees must participate in the live event, return an Official Record of Attendance to Strafford affirming their participation (including the CPE code announced during the program), and pay a processing fee of $35 per person. Strafford then will mail a certificate of credit within approximately two weeks of receiving your completed Official Record of Attendance.
Cannot Attend The Live Presentation?
This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.
|About Webcasts / Audio Conferences / Podcasts:|
Webcasts, audio conferences, and podcasts are presentations that you
attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.
versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without
any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back
at work immediately after the session ends!
And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous
times and to share it with others in your office.
Handout materials and the phone number for live presentations are made available to you prior to the event via email from the
presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.
|Licenses / Designations / Educational Credits:||CPE|
All US States: 2
|About The Provider:
||Strafford Publications, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417 or by visiting their website.
Strafford webinars and teleconferences offer an excellent opportunity to train your entire staff—with no lost travel time or expenses. They are extremely cost-effective—allowing an unlimited number of people at your location to listen from a single line at no additional charge.
Each live seminar features presentations by a panel of nationally recognized authorities, followed by an interactive Q&A session. Presentation materials can be viewed online or printed out. Audio can be accessed via the web or a telephone.
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