| Attend upcoming webinar and earn continuing education credits. | IRA Trusts: Planning for Tax Benefits and Consequences | | | | | | | | August | | | | 28 | | 3 pm - 4:30 pm ET | | | Presenter: David Zumpano | | | Credits: CPE, IRS EA, CLE in all states (Credit Details) | | | Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. | | | Viewing Options: View on your computer, tablet, or smartphone | | | | | | | | | | | | In this practical webinar, you will learn about: - Why you always want your IRA beneficiary to be a Trust
- The four legal requirements for trusts to be the designated beneficiary of IRA's
- The Clark v. Rameker Supreme Court decision and its impact on protecting IRA's after death
Upon course completion, you will be able to: - Protect Inherited IRA's from creditors and predators and the nursing home
- Ensure your Trust is a qualified designated beneficiary
- Utilize the trust provisions and IRA beneficiary designations in conjunction to create multiple planning strategies for clients that don't have to be finalized until after death
- Avoid the 5 greatest threats to IRA's
| | | | | | |  | | | | David J. Zumpano CPA, ESQ was born and raised in Central New York. He began his professional career with Price Waterhouse and later graduated from Syracuse College of Law. Dave's firm has served as a "model law firm" for thousands of law firms across the country since 2001 based on his application of his reading of The E-Myth, by Michael Gerber, which is trained in his national organization, Lawyers with Purpose. Dave is credited with changing the way the Estate Planning Industry uses Trusts for Common Law Asset Protection as taught to attorneys since 2001 and memorialized in his scholarly law review Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010). Dave was also published in 1994 for his expertise on Medicaid Planning in What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95) and has written Estate Recovery- What can and can't they get, which has been presented in many forums across the country. In 2015, Dave published Protect Your IRA, Avoid the 5 Common Mistakes. | | | | | | | | | | | ● Earn continuing education credit for no additional fee
● Access courses on your computer, tablet, or smartphone
● More than 75 live webinars each month
● More than 1,500 on-demand courses | | | | | | |
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