Upcoming Events

Please check back regularly for an updated listing of all of Bob’s live webinars and conferences. Please follow the links provided for additional details on each event and information on how to register/attend!

Jan. 22

Estate Planning for IRAs Payable to Trusts After the Secure Act – Welcome to an “Alice in Wonderland World”

Wednesday January 22

3:00 PM EDT – 4:30 PM ET

Estate Planning for IRAs Payable to Trusts After the Secure Act – Welcome to an “Alice in Wonderland World”
This is a critical post-Secure Act class for lawyers drafting trusts to receive IRAs at death and the CPAs and Financial advisors that work with those lawyers.

Unfortunately, not enough attention is paid to the tax aspects of IRA planning and the opportunities to preserve retirement funds after death. Nevertheless, with a solid understanding of the post-Secure Act IRA provisions, one will be able to plan around the key issues and identify opportunities. The ten-year rule under 401(a)(9)(H) was layered over the existing statute and underlying 401(a)(9) regulations. Most IRAs will be subject to the ten-year rule, but traps and exceptions continue to exist in the expanded labyrinth of tax and property law surrounding IRA-Trusts.

For more Information or to Register please click here:

Details

Jan. 24

Secure Act: More Thoughts and Planning Ideas

Friday January 24

3:00 PM EDT – 4:30 PM ET

Secure Act: More Thoughts and Planning Ideas

There has already been much talk and writing on the Secure Act. Now that we have had some time to digest the first impressions of the Secure Act this webinar will provide a discussion of various aspects of the act and planning ideas and thoughts that will deepen your knowledge and understanding, and most important, provide more practical practice suggestions you can use in your practice.

When and how should you modify existing estate planning documents to use conduit trusts, new variations of conduit trusts, or accumulation trusts.

How might beneficiary designations be changed.

How might overall client estate plans be modified in light of the Secure Act, including uses of Roth conversions, life insurance, charitable trust designs, alternate dispositive schemes and much more.

For more Information or to Register please click here:

Details

Jan. 30

What You Need to Know About IRAs Payable to Trusts After The Secure Act

Thursday January 30

12:00 PM EDT – 1:30 PM ET

What You Need to Know About IRAs Payable to Trusts After The Secure Act

If you’re an attorney drafting trusts for clients to receive IRAs at death, the newly passed SECURE Act presents a whole new set of considerations, planning, and changes you must be properly prepared for.

Unfortunately, the tax aspects of IRA planning and the opportunities to preserve retirement funds after death are often overlooked.

However, thanks to the help of nationally renowned CPA and IRA expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, you don’t have to figure this all out on your own.

For more Information or to Register please click here:

Details