Trusts, Estates & Probate

4.05

Estate Planning With IRAs After the Final Rules (With Case Studies)

Credits Available
Credit Status Total
Alaska CLE Approved 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
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 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 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
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah 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
North Carolina Continuing Paralegal Education Approved 6 Total
OnDemand
6 hours 4 minutes
Julian LaCasse
Ryan Casson
Sam Thomas
Melvin Cook
With Julian F. LaCasse from Gadi Zohar + 3 others
Recorded March 03, 2025
Product ID 99986

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Overview

Review Common Planning Scenarios and Update Your Tactics

Final IRA regulations are out, and it's crucial to understand the latest changes and their impact on retirement assets in the context of estate plans. This legal guide offers a cogent review of the final rules and actionable strategies in the form of common scenarios, case studies, and sample trust language. Whether addressing beneficiary designations, mitigating creditor claims, or planning for the likely tax consequences, you'll get knowledge you can use right away. 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, and the Final IRS Regulations
  2. Required Minimum Distribution (RMD) Rules, Missed RMDs, Penalties, and Appeals (With Case Studies)
  3. Re-Thinking Beneficiary Designations
  4. Tax Planning and Case Studies
  5. Asset Protection and Creditor Claims Against Retirement Assets
  6. Legal Ethics in Planning With IRAs

Related Topics

Product ID 99986

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 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
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 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 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
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah 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
North Carolina Continuing Paralegal Education Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. SECURE Act, SECURE 2.0, and the Final IRS Regulations

  2. Required Minimum Distribution (RMD) Rules, Missed RMDs, Penalties, and Appeals (With Case Studies)

  3. Re-Thinking Beneficiary Designations

  4. Tax Planning and Case Studies

  5. Asset Protection and Creditor Claims Against Retirement Assets

  6. Legal Ethics in Planning With IRAs

    1. Conflicts of Interest
    2. Joint Representation
    3. Guarding Confidentiality
    4. Data Security

Who Should Attend

This 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

Julian F LaCasse
Julian F.
LaCasse
Gadi Zohar
Ryan J Casson
Ryan J.
Casson
Law Office of Ryan J. Casson
Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Melvin A Cook
Melvin A.
Cook
Law Office of Melvin A. Cook
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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Speaker bio
Ryan J Casson

Ryan J. Casson

Law Office of Ryan J. Casson
Ryan Casson

is a solo practitioner at his firm Law Office of Ryan J. Casson located in Camarillo, California. He practices estate planning, elder law, Medicaid, probate, charitable gifting, tax, estate litigation and trust administration. Mr. Casson earned his B.B.A. degree from Walla Walla University and his J.D. degree from Thomas M. Cooley Law School. He is licensed to practice law in California, Florida, Massachusetts, and South Dakota.

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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 26 years in the areas of probate, foreclosure prevention, tax resolution, bankruptcy and debt relief. Currently, Mr. Thomas' 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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Speaker bio
Melvin A Cook

Melvin A. Cook

Law Office of Melvin A. Cook
Melvin Cook

is a sole practitioner in Sandy, Utah, where his practice areas include civil litigation, family law, personal injury, estate planning, Social Security disability and workers' compensation. He is a member of the Utah State Bar and Salt Lake County Bar. Mr. Cook earned his B.A. and M.B.A. degrees from the University of Utah, and his J.D. degree from Brigham Young University.

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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.
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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.
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