Insight Center: Webinars

Drafting IRA Trusts

Speakers: Justin H. Brown, Karen L. Brady and Thomas J. Murphy

10:00 AM-5:00 PM (ET)
Drafting IRA Trusts

Presented by National Business Institute

Be prepared for specific challenges associated with IRA trusts by understanding their unique characteristics. This essential primer will provide you with a comprehensive overview of these popular trusts, including drafting tactics, advantages of an IRA trust and critical sample forms needed to complete the process.

During this full-day webinar, Justin H. Brown, a partner in the Tax and Estates Practice Group of Pepper Hamilton, will present on the following topics:

10:30–11:00 AM | IRA Required Minimum Distribution Rules

  • Individuals as Beneficiaries
  • Trusts as Beneficiary

11:00–11:30 AM | Retirement Account Rollover Rules and Mistakes

  • Same Owner Transfers, including Rollovers and Trustee to Trustee Transfers
  • Rollovers to Spouse Beneficiaries

12:45–1:15 PM | Tax Issues

  • Income Tax
  • Estate Tax
  • Generation-Skipping Transfer Tax

CLE credit available.



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