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
11:00–11:30 AM | Retirement Account Rollover Rules and Mistakes
12:45–1:15 PM | Tax Issues
CLE credit available.