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Helping IRA Plan His IRA From the IRA” – Testamentary Planning with Individual Retirement Accounts Under the New Regulations; 2025 Estate & Gift Tax Conference
Taxation Law Section
Credit(s):
0.75 Legal Specialization in Estate Planning; Trust & Probate Law
0.75 Legal Specialization in Taxation Law
0.75 Participatory MCLE Credits
This presentation provides a thorough overview of estate planning with IRA’s. Building from the basics of IRA’s and RMD’s, the presentation graduates to the complexities of understanding payouts to beneficiaries under the SECURE Act and SECURE 2.0 (taking into consideration July 2024’s Final Regulations and new Proposed Regulations), and ends with a dissection of testamentary trust planning with IRA’s, comparing and explaining conduit and accumulation trusts and giving some advice for deciding which to use.
0.75 Legal Specialization in Estate Planning; Trust & Probate Law
0.75 Legal Specialization in Taxation Law
0.75 Participatory MCLE Credits
All
Standard
Non-Member
$48.75
CLA Member
$33.75
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We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
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