Trusts, Estates & Probate

IRA Trusts 2023-2024

Credits Available
Credit Status Total
Colorado CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Washington CLE Approved 1 Total
OnDemand
58 minutes
Adam Walters
With Adam Walters from Walters Law, P.C.
Recorded December 15, 2023
Product ID 97837

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Overview

Stay Up to Date on the Latest Rules Changes and Tactics

This year has brought changes to IRA planning that extend beyond the earth-shattering SECURE Act and SECURE 2.0. Join our experienced faculty as they make sense of what still works and what to do with the planning tools that are no longer effective. Register today!

  • Learn what to do with RMDs before the end of the year.
  • Hear the latest updates on the current distributions, rollover, and reporting rules shaping the practice.
  • Discuss when using an IRA trust still makes sense.
  • Walk through the key steps of structuring the IRA trust and determine the decisions that must be made along the way.
  • Get some troubleshooting tips for existing IRA trusts.

Abbreviated Agenda

  1. Retirement Plans Overview and Updates in a Post-SECURE Act World
  2. 2023 RMDs: Amount, Timing of Distributions, Tax Reporting
  3. Rollovers: Recent Rulings, Working With Account Custodians, DOL Guidance on Rollover Advice
  4. Weighing the Options: When Does an IRA Trust Make Sense?
  5. Structuring the Trust
  6. Top Issues With Existing IRA Trusts

Related Topics

Product ID 97837

Credit Details

Credits Available
Credit Status Total
Colorado CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Washington CLE Approved 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. IRA Trusts 2023-2024

    1. Retirement Plans Overview and Updates in a Post-SECURE Act World
    2. 2023 RMDs: Amount, Timing of Distributions, Tax Reporting
    3. Rollovers: Recent Rulings, Working With Account Custodians, DOL Guidance on Rollover Advice
    4. Weighing the Options: When Does an IRA Trust Make Sense?
    5. Structuring the Trust
    6. Top Issues With Existing IRA Trusts

Who Should Attend

This legal guide is designed for attorneys. It will also benefit accountants, trust officers, tax professionals, and paralegals.

Speakers

Adam Walters
Adam
Walters
Walters Law, P.C.
Speaker bio
Adam Walters

Adam Walters

Walters Law, P.C.
Adam Walters

is the principal attorney with Walters Law, P.C., where he focuses his practice on business law, estate planning, and probate administration/litigation. He earned his B.B.A. degree in finance from the University of Georgia and his J.D. degree from Mercer University-Walter F. George School of Law. Mr. Walters is a member of the American Health Law Association, Georgia Academy of Healthcare Attorneys, National Academy of Elder Law Attorneys, State Bar of Georgia (Fiduciary and Health Law sections), Savannah Bar Association, and Savannah Estate Planning Council. He is frequently asked by the Chatham County Probate Court to serve as a guardian ad litem for incapacitated adults and minors in estate proceedings, and serve as an attorney for proposed wards in guardianship/conservatorship proceedings.

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