0       0

Advanced Estate Planning Conference 2015


ESTATE PLANNING WITH IRA'S Payable to Trusts - Practical Issues in Administration


Jul 22, 2015 8:00am ‐ Jul 22, 2015 8:50am

Standard: $49.00

Description

This session will cover the most common technical issues your practice will encounter when administering IRAs payable to trusts. Attendees will learn about the following issues:
· Managing RMDs and DNI
· Understanding the 642(c) & 691(c) deductions
· Reviewing designated beneficiary trusts
· Spousal rollovers from trusts
· Portability elections

Speaker(s):

  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA , Partner, Keebler and Associates, LLP

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content