Trusts, Estates & Probate

4.07

Inherited IRAs in a Nutshell

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Approved 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
OnDemand
1 hours 29 minutes
Thomas DelPup
With Thomas J. DelPup from Thomas J. DelPup, JD, CFP
Recorded June 12, 2025
Product ID 100481

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$229

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Overview

Plan for Better Tax Outcomes

Navigating inherited IRAs presents unique challenges for estate planners, especially since the SECURE Act dramatically changed distribution rules. This legal briefing provides essential guidance for attorneys who want to avoid mistakes and gain confidence when working with estates that include large IRAs. Explore the structure and challenges of these unique assets - register today!

  • Identify different retirement accounts and their unique characteristics.
  • Explore types of beneficiaries and applicable distribution rules.
  • Navigate common administrative challenges.
  • Clairy how to qualify for the 10-year rule exceptions.

Abbreviated Agenda

  1. Types of Retirement Accounts and SECURE Act Changes
  2. Eligible Designated Beneficiaries (EDBs): 10-Year Rule and Special EDB Rules
  3. Rollover Rules and Deadlines You Must Know
  4. Required Minimum Distribution (RMD) Rules and Tactics
  5. Working With Financial Institutions

Related Topics

Product ID 100481

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Approved 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Inherited IRAs in a Nutshell

    1. Types of Retirement Accounts and SECURE Act Changes
    2. Eligible Designated Beneficiaries (EDBs): 10-Year Rule and Special EDB Rules
    3. Rollover Rules and Deadlines You Must Know
    4. Required Minimum Distribution (RMD) Rules and Tactics
    5. Working With Financial Institutions

Who Should Attend

This essentials course is designed for attorneys.

Speakers

Thomas J DelPup
Thomas J.
DelPup
Thomas J. DelPup, JD, CFP
Speaker bio
Thomas J DelPup

Thomas J. DelPup

Thomas J. DelPup, JD, CFP
Thomas DelPup

is an attorney and certified financial planner in Rochester, Michigan. His areas of practice include estate planning, wills and trusts, special needs trusts, and guardian/conservatorships. Mr. DelPup prepares and implements comprehensive estate plans for the protection and transfer of assets during lifetime and after death. He is admitted to practice in Michigan. Mr. DelPulp earned his B.S. degree from the University of Detroit and his J.D. degree from the University of Detroit School of Law.

View full profile

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