Jan
26
8:30 am08:30

Estate Planning And Elder Law: Planning For The Before And After

On January 26, 2016, Bradford N. Dewan will be presenting at the Estate Planning and Elder Law: Planning for the Before and After seminar, hosted by Sterling Education Services. Brad will be speaking on the following topics:

The Estate Planning and Taxation of IRAs and Retirement Plans

  1. Key dates to consider upon death of IRA owner
  2. Determine required minimum distribution and recipient in year of IRA owner’s death
  3. Surviving spouse is designated beneficiary
  4. Non-spouse is designated beneficiary
  5. US Supreme Court: inherited IRAs not protected in bankruptcy
  6. IRA beneficiary trust: conduit or accumulation trust
  7. Reasons for using IRA beneficiary trust vs. family revocable trust
  8. Importance of beneficiary designation forms: Mays-Williams vs. Williams (9th Cir.)

The deadline for early bird registration is December 15, 2015.

Continuing Education Credit:      This course has been approved for 6.75 total credit hours, including 1.0 hour of ethics, by the State Bar of California. Sterling is a State Bar of California Approved MCLE Provider.