2018 Teleconference: Retirement Asset Planning For Estate Planners: Compelling Practical Advice

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Description

Tax-favored retirement assets are among the most important assets of many of our clients. Our clients often look to us to advise them regarding how best to transmit these assets to their intended recipients with minimum taxation. We owe it to our clients to possess and maintain a high degree of expertise concerning efficient and effective disposition of retirement funds. Among the topics of which we should have a working knowledge are the following:

Analyzing Roth conversions
Modification of trusts to alter provisions affecting retirement assets
Proper handling of IRC § 403(b) plans
ERISA issues for estate planners

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Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.

Purchase this teleconference + archive MP4 at the rate of $394 total: Click Here
Your archive will be available within 5 days of the live event.

State CE Exceptions:
Attorneys must apply for CLE approval
30 days before event date or earlier.
Click on your state for application.

Kansas Attorneys must apply for CLE approval 30 days before event date or earlier.

Contributors

Charles A. Redd

Charles A. ("Clary") Redd is a partner in the St. Louis office of Stinson LLP. Clary concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category.
Thomas O. Hiscott

Tom Hiscott's practice focuses primarily on estate planning and trust and estate administration—with a particular emphasis on the tax aspects of these areas.

Tom is a frequent speaker on tax issues related to trusts and estates for corporate fiduciaries and state and local bar organizations. He is often sought out for his expertise in the integration of retirement accounts into estate plans and the tax-efficient administration of estates and trusts that own large retirement accounts. Tom has also successfully represented fiduciaries in disputes regarding inheritance and estate taxes.

Tom is a Fellow of the American College of Trust and Estate Counsel. In addition, Tom was named aPhiladelphia Magazine Rising Star in trust and estate law from 2005 through 2008, again in 2010, and in 2011 - 2016 was named a Superlawyer by the same publication. He is listed in Best Lawyers in America andPhiladelphia's Best Lawyers and has received an AV® Preeminent™ rating for legal ability and ethical standards from LexisNexis Martindale-Hubbel Peer Review Rating.

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Description

Contributors

Charles A. Redd

Thomas O. Hiscott