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!

July 1

The Efficacy and Application of 30 Common Trusts

 Wednesday, July 1

1:00 PM EDT – 2:30 PM ET

The Efficacy and Application of 30 Common Trusts

Trust terminology can unfortunately be very confusing. A 100-page document is often named using the terms of a single-clause. However, practitioners must navigate this strange practice if they are to effectively advise their clients. In this presentation, I will cover 30 of the most popular types of trusts and explain in what situations they are generally effective for clients.

 

For more information or to register click here:

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July 1

The Income Taxation of IRAs and IRD Payable to Trusts after SECURE

 Wednesday, July 1

4:00 PM EDT – 5:30 PM ET

The Income Taxation of IRAs and IRD Payable to Trusts after SECURE

With the shortened payout rule under the SECURE Act, lawyers, CPAs and financial planners will all need to have a better understanding of the taxation of trusts under Subchapter J of the Internal Revenue Code.

Subchapter J governs how taxable income flows from an estate or trust to its beneficiaries. However, in the world of IRAs, this is a complex and often misunderstood process. This confusion occurs because of the difference between “income” and “principal” for fiduciary accounting under the UPIA and “principal” and “income” under the federal tax law.

Accordingly, from time-to-time all of us need an update on the inner workings of these two disparate provisions of the law. In the past, because of the longer life expectancy payout rules, these issues had a much lower materiality. With the new 10-year payout, a tremendous amount of income will be paid to trusts and it will be up to the trust’s advisors to develop a plan to retain or distribute that income.

 

For more information or to register click here:

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July 16

Tactical and Strategic Roth Conversions in 2020

 Thursday, July 16

12:00 PM EDT – 1:30 PM ET

Tactical and Strategic Roth Conversions in 2020

Roth IRA conversions have always had the potential to unlock hidden value. However, given the current market conditions and the no RMD rule in 2020, there are some very unique planning opportunities available – – but only if you know what they are and leverage them for your clients!

Before the SECURE Act, it was perhaps simple nominal conversions to take advantage of a low-income year. However, the SECURE Act expands the impact of Roth IRA conversions beyond a quantitative arbitrage game to a strategic estate planning set of issues that should be of interest to all lawyers, trust officers, insurance and financial advisors and CPAs.

 

For more information or to register click here:

Details

July 29

The 30 Most Common Trusts: What You Need to Know

 Wednesday, July 29

12:00 PM EDT – 1:30 PM ET

The 30 Most Common Trusts: What You Need to Know

You may have heard of or know a little about the 30 most commonly used Trusts in estates and income tax planning, and asset protection – – but do you know when to use them? And do you know how to converse intelligibly about them with your clients and their advisors?

 

For more information or to register click here:

Details