Trusts, Estates & Probate

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Retirement Accounts, Trusts, and the SECURE Acts

Credits Available
Credit Status Total
California MCLE Paralegal Approved 4 Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 4 Total
Idaho CLE Approved 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Approved 4.5 Total
Kentucky CLE Approved 4 Total
Louisiana CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Mississippi CLE Approved 4 Total
Montana CLE Approved 4 Total
North Carolina CLE Approved 4 Total
North Dakota CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Oregon CLE Approved 4 Total
Pennsylvania CLE Approved 4 Total
Rhode Island CLE Approved 4.5 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Approved 4 Total
Arizona CPE for Accountants Approved 4.5 Total
New York CPE for Accountants Approved 4.5 Total
Washington CPE for Accountants Approved 4 Total
Wisconsin CPE for Accountants Approved 4.8 Total
Delaware Certified Paralegal Program Approved 4 Total
Florida Registered Paralegal Approved 5 Total
Indiana Paralegal CLE Approved 4 Total
Montana CLE Credit for Paralegals Approved 4 Total
CPE for Accountants/NASBA Approved 4.5 Total
North Carolina Continuing Paralegal Education Approved 4 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Live Online
4 hours
Louis Silverman
Anya Witmer
With Louis A. Silverman from Tempe Estate Law + 1 other

Thu, Dec 17, 00:00 AM – 00:00 PM

Product ID 102763

Register For Course

Course Includes
$389

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Build Retirement Accounts Into Every Estate Plan (Without the Tax Traps)

Retirement accounts are often the single largest asset in a client's estate, yet they're frequently treated as an afterthought in the planning process: handled with a quick beneficiary form rather than the deliberate drafting they require. Mishandled IRAs and 401(k)s can trigger accelerated income tax, disqualify intended trust structures, and undo months of careful estate planning work. This program gives you a practical, end-to-end framework for incorporating retirement accounts into your clients' estate plans, from choosing the right beneficiary designations to drafting trusts that hold up to IRS scrutiny, including the current rules under the SECURE Act and SECURE 2.0. Walk away with a repeatable approach for retirement account planning you can apply across your practice. Register today!

  • Learn a practical framework for incorporating retirement accounts into the broader estate plan.
  • Understand the tax treatment of traditional and Roth retirement accounts at death.
  • Get a clear comparison of beneficiary designation options and when to use each.
  • Learn how to properly draft trusts as retirement account beneficiaries.
  • Understand current SECURE Act rules and how they factor into distribution planning.
  • Apply practical strategies for tax-efficient retirement account distribution and wealth transfer.

Abbreviated Agenda

  1. Retirement Accounts in the Estate Planning Picture
  2. Beneficiary Designations: Getting the Foundation Right
  3. Trusts as Retirement Account Beneficiaries
  4. Distribution Rules and Current Law
  5. Tax-Efficient Planning Strategies
  6. Practical Application: Reviewing Common Client Scenarios

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102763

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 4 Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 4 Total
Idaho CLE Approved 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Approved 4.5 Total
Kentucky CLE Approved 4 Total
Louisiana CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Mississippi CLE Approved 4 Total
Montana CLE Approved 4 Total
North Carolina CLE Approved 4 Total
North Dakota CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Oregon CLE Approved 4 Total
Pennsylvania CLE Approved 4 Total
Rhode Island CLE Approved 4.5 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Approved 4 Total
Arizona CPE for Accountants Approved 4.5 Total
New York CPE for Accountants Approved 4.5 Total
Washington CPE for Accountants Approved 4 Total
Wisconsin CPE for Accountants Approved 4.8 Total
Delaware Certified Paralegal Program Approved 4 Total
Florida Registered Paralegal Approved 5 Total
Indiana Paralegal CLE Approved 4 Total
Montana CLE Credit for Paralegals Approved 4 Total
CPE for Accountants/NASBA Approved 4.5 Total
North Carolina Continuing Paralegal Education Approved 4 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
CLE
Paralegal
Other

Agenda

All times are shown in

  1. Retirement Accounts in the Estate Planning Picture

    1. Why Retirement Accounts Need Dedicated Planning Attention
    2. Types of Retirement Accounts and Their Tax Characteristics
    3. Traditional vs. Roth: Key Differences for Estate Planning Purposes

  2. Beneficiary Designations: Getting the Foundation Right

    1. Individual Beneficiaries vs. Trusts vs. Estates
    2. Spousal Rollovers and Spousal Beneficiary Options
    3. Coordinating Beneficiary Forms With the Overall Estate Plan
    4. Common Errors in Beneficiary Designation Drafting

  3. Trusts as Retirement Account Beneficiaries

    1. Why and When to Use a Trust as Beneficiary
    2. Conduit Trusts vs. Accumulation Trusts: Key Differences
    3. Drafting Requirements for "See-Through" Trust Status
    4. Special Considerations for Minor and Special Needs Beneficiaries
    5. Common Drafting Pitfalls

  4. Distribution Rules and Current Law

    1. Required Minimum Distributions: The Basics
    2. Eligible Designated Beneficiaries and the 10-Year Rule
    3. SECURE Act, SECURE 2.0, and Recent IRS Guidance
    4. Penalty Provisions and Correcting Missed Distributions
    5. Post-Death Deadlines and Critical Election Dates
    6. Disclaimer Planning and Post-Death Flexibility
    7. Separate Accounts and Splitting Inherited IRAs Among Beneficiaries

  5. Tax-Efficient Planning Strategies

    1. Roth Conversion Planning
    2. Qualified Charitable Distributions
    3. Life Insurance as a Wealth Replacement Tool
    4. Sequencing Retirement Account Withdrawals With Other Estate Assets

  6. Practical Application: Reviewing Common Client Scenarios

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

Louis A Silverman
Louis A.
Silverman
Tempe Estate Law
Anya M Witmer
Anya M.
Witmer
Dyer Bregman Ferris Wong & Carter, PLLC
Speaker bio
Louis A Silverman

Louis A. Silverman

Tempe Estate Law
Louis Silverman

is an attorney at Tempe Estate Law, where he practices in the areas of estate planning, estate administration, probate law, estate tax issues and related matters. Mr. Silverman is board-certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices; and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as Judge Pro Tem on the Maricopa County Superior Court. He is a member of WealthCounsel, and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is a board member emeritus of the Sonoran University of Health Sciences, past president of the Board of Directors of Tempe Leadership and past president of Tempe Community Action Agency. He earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. Mr. Silverman is admitted to practice in the state courts of Arizona and Texas, U.S. District Court for Arizona and Western District of Texas.

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Speaker bio
Anya M Witmer

Anya M. Witmer

Dyer Bregman Ferris Wong & Carter, PLLC
Anya Witmer

is an attorney at Dyer Bregman Ferris Wong & Carter, PLLC, where she practices estate planning, probate administration, and trust formation and administration matters and estate tax matters. She earned her Bachelor of Arts in English literature from Arizona State University and was a NALA certified paralegal prior to law school. Ms. Witmer then received her Juris Doctor degree from California Western Law School in San Diego, California, where she graduated, cum laude, and received an Academic Excellence Award for her research and writing on cryptocurrency in estate planning and probate. She is a member of WealthCounsel, the State Bar of Arizona (Probate and Trust Section), Maricopa County Bar Association, and the American Bar Association (Real Property, Trust and Estate Law Section). Ms. Witmer is admitted to practice law in Arizona and California.

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