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IRAs under the SECURE Act: Attorney, Custodian and CPA Perspectives Webinar

presented by NBI, Inc.
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IRAs under the SECURE Act: Attorney, Custodian and CPA Perspectives

Workshop Description/Agenda

Get Answers to Custodian- and Tax-Related Questions

Under the SECURE Act, there is no longer a life expectancy stretch out except for a very limited class of beneficiaries, such as those with special needs. That's why it's more important than ever to discuss how the custodians prefer beneficiary designations to be made and how they deal with the inevitable mistakes. Learn from the experts how to anticipate and prevent future problems - register today!

  • Get an IRA custodian's insights on beneficiary designations to individuals and trusts.
  • Clarify the role of accountants, attorneys, and account representatives in planning for IRAs.
  • Review common scenarios and weigh clients' options in each one.
  • Plan for the tax implications of inherited IRAs under the SECURE Act.


All times are shown in Eastern time

  1. Tax Implications of Inherited IRAs Depending on the Beneficiaries' Level of Income, Particularly Under Accumulations Trusts
    2:00 - 2:45, Heather Morton
  2. IRA Custodians' View of Beneficiary Designations
    2:45 - 3:45, Svetlana V. Bekman
    1. Outright
    2. To a Separate Trust
    3. To the Revocable Trust
  3. Clients' Options in Creating Their Plans Based on Beneficiary's Wealth, Health, Needs, Life Expectancy
    4:00 - 4:45, Louis A. Silverman and Svetlana V. Bekman
  4. Attorney's Role in Creating the Estate Plan and Trust and Advising on Beneficiary Designations under the above Scenarios
    4:45 - 5:15, Louis A. Silverman and Svetlana V. Bekman

Who Should Attend

This IRA planning course is designed for attorneys. Accountants, tax professionals, account representatives, wealth managers and paralegals will also benefit.

Additional Information

Training Provider: NBI, Inc.

Course Topics: Law Training > Asset Protection/Estate Planning

Training Course Summary: IRAs under the SECURE Act: Attorney, Custodian and CPA Perspectives

Live Webinar Date/Time