Trusts, Estates & Probate

4.24

IRA and Retirement Assets in Estate Planning 2024

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois 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 Approved 3 Total
North Dakota 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
Oregon CLE Approved 3 Total
Pennsylvania 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
OnDemand
2 hours 54 minutes
Stephanie Burnham
Julian LaCasse
With Stephanie K. Burnham from Burnham Legal, PLLC + 1 other
Recorded April 30, 2024
Product ID 98448

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Course Includes
$299

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Video Download

Course Book Download

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Overview

Get an Update on the Latest Rules and Planning Tools

In a rapidly evolving landscape of IRA regulations, it's crucial to stay well-informed about the latest changes and their impact on retirement asset management within estate planning. Are you fully prepared for the shifting paradigms? This legal course offers a practical update that equips you with the most current insights and actionable strategies to navigate this dynamic environment. Whether it's addressing beneficiary designations, mitigating creditor claims, or understanding the tax implications, you'll acquire the knowledge needed to make immediate and effective use of these insights. Don't hesitate - register today!

  • Analyze the latest rules, IRS guidance, and case law shaping IRA planning.
  • Gain clarity on current contribution limits and Required Minimum Distributions (RMDs) rules for effective planning.
  • Recognize common pitfalls in beneficiary designations and understand how the latest regulations will affect your future decision-making.
  • Explore innovative planning options and prioritize your approach when dealing with inherited IRAs.

Abbreviated Agenda

  1. SECURE Act, SECURE 2.0, Recent Guidance, and Case Law
  2. Spousal vs. Non-Spousal Beneficiaries
  3. Charitable Rollovers
  4. Planning for the Distributions, Including Trusts
  5. Tax Tactics for Inherited IRAs
  6. Asset Protection, Creditor Claims Against Retirement Assets

Related Topics

Product ID 98448

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois 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 Approved 3 Total
North Dakota 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
Oregon CLE Approved 3 Total
Pennsylvania 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
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. SECURE Act, SECURE 2.0, Recent Guidance, and Case Law

  2. Spousal vs. Non-Spousal Beneficiaries

  3. Charitable Rollovers

  4. Planning for the Distributions, Including Trusts

  5. Tax Tactics for Inherited IRAs

  6. Asset Protection, Creditor Claims Against Retirement Assets

Who Should Attend

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

Speakers

Stephanie K Burnham
Stephanie K.
Burnham
Burnham Legal, PLLC
Julian F LaCasse
Julian F.
LaCasse
Gadi Zohar
Speaker bio
Stephanie K Burnham

Stephanie K. Burnham

Burnham Legal, PLLC
Stephanie Burnham

has been presenting and explaining estate planning concepts to assist people in planning for the future of their families since 2001. As a member of the New Hampshire Bar Association, she has spent 16+ years on the Ethics Committee. The New Hampshire Bar Association’s Ethics Committee is dedicated to providing guidance to members of the New Hampshire Bar and Judiciary on issues and questions related to the Rules of Professional Conduct. These rules are what all licensed attorneys must follow in order to remain licensed to practice law in the state of New Hampshire. Ms. Burnham has been serving as chair of that committee since 2020. She has considerable experience in working with clients to draft effective documents and advising clients on their personal and family goals for transferring and protecting assets. Ms. Burnham works with clients on strategies for trusts, wills, advanced directives, asset protection, and personal care contracts. She also serves as faculty for continuing legal education seminars for the New Hampshire Bar Association, National Business Institute and CATIC, lecturing fellow attorneys on areas of estate planning, elder law, probate and trust administration, and ethics topics. Ms. Burnham earned her B.S. degree from the University of New Hampshire and her J.D. degree from Western New England University (formerly Western New England College).

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Speaker bio
Julian F LaCasse

Julian F. LaCasse

Gadi Zohar
Julian LaCasse

is an of counsel attorney with Gadi Zohar, whose practice focuses on estate, business and tax planning, administration of decedents' estates including trust and probate administration, and various business matters such as creation, administration, governance and succession of entities. He studied writing and philosophy at Gonzaga University before earning his J.D. degree from Santa Clara University School of Law. While attending Santa Clara University School of Law, Mr. LaCasse pursued diverse interests through his work in Congress for Representative Sam Farr, a fellowship with former Secretary of Defense Leon Panetta, and publishing online on the topic of bail reform and policy, on his way to earning a Public Interest and Social Justice Law Certificate. He is admitted to practice in California.

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Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
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 14 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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