Trusts, Estates & Probate

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Inherited IRAs: Tax Issues and Planning

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Pending 3 Total
North Carolina CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Arizona CPE for Accountants Approved 3.5 Total
New York CPE for Accountants Approved 3.5 Total
Washington CPE for Accountants Approved 3.5 Total
Wisconsin CPE for Accountants Approved 3.6 Total
CPE for Accountants/NASBA Approved 3.5 Total
Live Online
3 hours
Ricardo Aponte-Parsi
Joseph Epstein
With Ricardo Aponte-Parsi from Office of the General Counsel at Secretary of the Air Force (SAF/GCN) + 1 other

Mon, Sep 28, 00:00 AM – 00:00 PM

Product ID 102286

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Overview

Tax-Efficient Planning Tools for Retirement Assets

IRA planning in the recent years has undergone dramatic changes. As the dust settles, you need effective and current tools to help clients preserve and transfer inherited IRAs. Get advice from experienced practitioners on the new ways to control tax liability and manage disbursements. Register today!

  • Get an update on the beneficiary designation changes and priorities.
  • Advise surviving spouses on the best course of action.
  • Learn how conduit trusts can qualify for the narrow stretch exceptions.
  • Review rollover rules and strategies.
  • Find solutions to the multiple beneficiary problems.

Abbreviated Agenda

  1. Inherited IRA Fundamentals and Legislative Update
  2. Designing and Managing Inherited IRAs
  3. IRA Trusts: Conduit vs. Accumulation

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Related Topics

Product ID 102286

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Pending 3 Total
North Carolina CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Arizona CPE for Accountants Approved 3.5 Total
New York CPE for Accountants Approved 3.5 Total
Washington CPE for Accountants Approved 3.5 Total
Wisconsin CPE for Accountants Approved 3.6 Total
CPE for Accountants/NASBA Approved 3.5 Total
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Agenda

All times are shown in

  1. Inherited IRA Fundamentals and Legislative Update

    1. Types of Plans and IRAs
    2. The SECURE Act, Recent IRS Guidance, and the Severe Restrictions on the Stretch
    3. Rollover Rules and Tactics: Key Deadlines You Must Know
    4. IRA Required Minimum Distribution Rules

  2. Designing and Managing Inherited IRAs

    1. Beneficiary Designation Forms
    2. Timing of the Required Minimum Distributions
    3. What Surviving Spouses Need to Know and Do/Avoid
    4. Multiple Beneficiaries: Problems and Solutions
    5. Changing Custodians

  3. IRA Trusts: Conduit vs. Accumulation

    1. Standalone Trust vs. Will or Revocable Trust
    2. Separate Trusts vs. Single Pot Trust
    3. Trust Language: Key Provisions to Include
    4. Making Changes to the IRA Trusts that No Longer Work

Who Should Attend

This legal guide is designed for attorneys. Accountants, trust officers, and paralegals will also benefit.

Speakers

Ricardo Aponte-Parsi
Ricardo
Aponte-Parsi
Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Joseph G Epstein
Joseph G.
Epstein
Joseph G. Epstein PLLC
Speaker bio
Ricardo Aponte-Parsi

Ricardo Aponte-Parsi

Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Ricardo Aponte-Parsi

is a real estate and corporate counsel with a 22+ year track record of assessing risk, managing litigation, and building compliance systems to protect organizational interests. He is a trusted business partner and problem solver, dedicated to delivering exceptional results that advance business objectives through preventive counseling, strategic risk management, and shrewd advocacy. Mr. Aponte-Parsi is a team leader and project manager who builds relationships, leads change, and communicates effectively with private and public stakeholders. He earned his bachelor's degree from Syracuse University, with a major in international relations, and his J.D. degree from the Interamerican University of Puerto Rico School of Law. In May 2014, Mr. Aponte-Parsi completed his Master of Laws degree from Northwestern University School of Law and a Certificate in Business Administration from IE Business School in Madrid, Spain. In 2018, he completed a second LL.M. degree at Georgetown University Law School in securities and financial regulation. In 2022, Mr. Aponte-Parsi completed a certification in privacy law from Seton Hall University School of Law. He was president of the Board of the Puerto Rico Education Council, the licensing agency for the Commonwealth, and is currently the chairman of the Board of Trustees of the San Juan Community College. Since November of 2024, Mr. Aponte-Parsi has worked as an associate general counsel at the Office of the General Counsel of the Air Force (SAF/GCN) at Lackland Air Force Base, in San Antonio, Texas. SAF/GCN provides legal and policy advice to members of the Secretariat, air staff, and space staff on virtually all matters relating to the department's 180 installations, nearly 10 million acres of real estate, base realignment, and closure; programs for environmental planning, compliance, and restoration and natural and cultural resources management; and programs for safety and occupational health.

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Speaker bio
Joseph G Epstein

Joseph G. Epstein

Joseph G. Epstein PLLC
Joseph Epstein

is a managing member at Joseph G. Epstein PLLC. His practice focuses primarily on estate planning, probate, and business law. Mr. Epstein earned his B.B.A degree from the University of Texas at Austin and his J.D. degree from the University of Houston Law Center. He is a member of the State Bar of Texas (Real Estate, Probate & Trust Law, Business Law and Bankruptcy Law sections), and the Houston Bar Association (Probate, Trusts & Estates Section). Mr. Epstein is licensed to practice in Texas; Supreme Court of Texas; U.S. District and Bankruptcy courts for the Southern, Northern, Eastern and Western districts of Texas; and U.S. Court of Appeals, Fifth Circuit.

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