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Planning for IRAs and Retirement Assets: Mistakes to Avoid

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Wallace Nichols
V. Alex Dorobantu
Sam Thomas
With Wallace R. Nichols from Asset Guidance Group, LLC + 2 others

Fri, Jun 05, 00:00 AM – 00:00 PM

Product ID 102003

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Course Includes
$429

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Overview

Prevent Pitfalls, From Contributions and Beneficiary Designations to RMDs and Trusts

The SECURE Acts have changed the way we treat retirement assets in estate planning, and mistakes are likely. This course reviews top problem areas of IRA planning: from beneficiary designations through creditor claims and tax consequences. Register today!

  • Weigh the unique advantages and limitations inherent in different retirement accounts.
  • Prevent missed RMDs and other distribution mistakes (and correct those already made).
  • Identify and prevent key mistakes in beneficiary designations.
  • Avoid improper use of trusts as beneficiaries.
  • Get legal ethics guidance from attorneys who practice in this field.

Abbreviated Agenda

  1. Misunderstanding the Nature of the Retirement Assets
  2. Overlooking Important Dates and Contribution Rules
  3. Misuse of Spousal Rights and Rollover Options in Retirement Plans
  4. Improper Beneficiary Designations
  5. Distributions Pitfalls
  6. Improper Use of Trusts
  7. Failure to Coordinate With Overall Estate Plan
  8. Ethics in Estate Planning Practice

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Related Topics

Product ID 102003

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
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Agenda

All times are shown in

  1. Misunderstanding the Nature of the Retirement Assets

    1. IRAs: Traditional, Roth, Rollover, Inherited
    2. 401(k)s
    3. Other Defined Benefit Plans
    4. Annuities

  2. Overlooking Important Dates and Contribution Rules

  3. Misuse of Spousal Rights and Rollover Options in Retirement Plans

    1. Differences Between Common Law and Community Property States
    2. Spousal Rights in ERISA Plans

  4. Improper Beneficiary Designations

    1. Tax and Life Expectancy Considerations
    2. Common Beneficiary Mistakes That Derail Brilliant Plans
    3. Retirement Benefits Left to Disabled Beneficiaries

  5. Distributions Pitfalls

    1. RMD Rules
    2. Planning Lifetime Distributions
    3. Planning for Distributions of Inherited IRAs

  6. Improper Use of Trusts

  7. Failure to Coordinate With Overall Estate Plan

  8. Ethics in Estate Planning Practice

    1. Who is Your Client?
    2. Attorney Fees
    3. Protecting Confidentiality
    4. Avoiding Fraudulent Transfers
    5. UPL Issues
    6. Multi-Jurisdictional Practice of Law
    7. Fiduciary Duty to the Client in the Context of Estate Planning

Who Should Attend

This legal course is designed for attorneys. It will also benefit accountants, CPAs, trust officers, tax professionals, financial advisors, and paralegals looking to increase their knowledge of IRA planning techniques.

Speakers

Wallace R Nichols
Wallace R.
Nichols
Asset Guidance Group, LLC
V. Alex Dorobantu
V. Alex
Dorobantu
Lowcountry Legacy Law Firm LLC
Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Speaker bio
Wallace R Nichols

Wallace R. Nichols

Asset Guidance Group, LLC
Wallace Nichols

, Esq., MBA, JD, CFP®, is the founder and principal of Asset Guidance Group, LLC, a registered investment advisory firm based in Roswell, Georgia, established in January 2012. With over 30 years of legal practice since his first licensure in 1993, Mr. Nichols is an accomplished estate planning attorney licensed in the federal and state jurisdictions of Arizona, the District of Columbia, and Georgia, including bankruptcy courts. His practice focuses on estate planning and elder law, expertly integrating traditional finance with digital asset strategies, such as Bitcoin and Ethereum, to address client concerns like inflation, taxes, and potential Social Security reductions for those aged 55 and older. Holding an MBA from Texas Tech University, a J.D. degree from the University of New Mexico, and a B.S. degree from Angelo State University, Mr. Nichols also carries FINRA Series 7 and 66 licenses and is registered as an investment advisor with the SEC and Georgia Secretary of State. As a financial and legal educator, he publishes market insights under "The Lighthouse" on assetguidancegroup.Substack.com, leveraging his extensive experience in macroeconomic trends, forex, and cryptocurrencies to empower a national clientele amid the Trump Administration's deregulatory landscape.

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Speaker bio
V. Alex Dorobantu

V. Alex Dorobantu

Lowcountry Legacy Law Firm LLC
V. Alex Dorobantu

is an attorney and owner of Lowcountry Legacy Law Firm LLC in Beaufort, South Carolina. He was born in Bucharest, Romania and moved to Memphis, Tennessee with his family in 1988. Mr. Dorobantu attended the University of Tennessee - Knoxville where he obtained his B.A. in political science with an English minor. He then went on to the University of South Carolina School of Law where he earned his J.D. degree. Since graduating law school Mr. Dorobantu has worked primarily in the field of estate planning, asset protection and wealth transfer. He spent three years working at a boutique estate planning firm in downtown Charleston before opening Lowcountry Legacy Law Firm in 2015. Mr. Dorobantu serves on the Board of Trustees for the Beaufort Memorial Hospital Foundation, has served as the assistant head coach and the head boy's lacrosse coach at Beaufort High School from 2016 - 2021, and is a graduate of the 2016-17 class of Leadership Beaufort. Mr. Dorobantu is also an elite member of Certified Guaranty Company and has been a comic book collector for over 25 years. He is happy to use this membership on behalf of clients with high end collectible cards, posters, comics, and magazines while giving them practical advice on how to best leverage these unique assets to provide the maximum benefit to themselves and their beneficiaries. In March 2021 Mr. Dorobantu had his article "Estate Planning and Probate 101: A Quick Overview for the Non-Probate, Estates and Trusts Practitioner" published in the SC Lawyer Magazine. 

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Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas's practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.

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In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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