eCourse
IRAs in Estate Planning: What You Need to Know
Contains material from Sep 2023
IRAs in Estate Planning: What You Need to Know
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We’ve seen a lot of changes in how IRA’s and retirement plans are taxed after the participant’s death, especially when left in trust. Here’s what you need to know when planning an estate with significant tax-deferred assets.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 0.50
- Credit Info
- TX, CA, PA
- Specialization: Estate Planning and Probate Law | Tax Law
- TX MCLE credit expires: 10/31/2025
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IRAs In Estate Planning, or Trust Me, I'm an EDB for RMDs After the RBD (Sep 2023)
Dianne Reis
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Session 1
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IRAs In Estate Planning, or Trust Me, I'm an EDB for RMDs After the RBD (Sep 2023)
We’ve seen a lot of changes in how IRA’s and retirement plans are taxed after the participant’s death, especially when left in trust. Here’s what you need to know when planning an estate with significant tax-deferred assets.
Originally presented: Aug 2023 Estate Planning, Guardianship and Elder Law Conference
Dianne Reis,
Attorney at Law - Plano, TX