| Faculty: | Gregory Herman-Giddens |
| Production Date: | May 29 2012 |
Description
In this program, “Super Lawyer” in Estate Planning and Probate law, Gregory Herman-Giddens provides a detailed guide to IRA trusts for practitioners. The course acquaints lawyers with the advantages of IRA trusts, when to use this type of trust, basic requirements, disclaimer planning, and naming a trust. Mr. Herman-Giddens methodically explains the various types of IRA trusts and offers easy-to-understand charts that help elaborate the intricacies involved in the relationship between grantors and beneficiaries. This course also offers some practical hints and tips, such as critical dates for creating and distributing IRA trusts and basic required minimum distribution concepts.
Learning Objectives
I. Understand the Advantages to Using IRA Trusts
II. Learn Basic RMD and Concepts
III. Know Critical Dates for Filing and Distributing IRA Trusts
IV. Identify When it is Necessary to Draft and Plan Disclaimers
V. Comprehend How to Name a Trust as a Designated Beneficiary
VI. Establish the Benefits and Disadvantages of Using an IRA Payable Trust
User Reviews
Sean (Oak Brook, IL)
Excellent Presentation
Jacqueline (Cumming, GA)
Great overview and briefing on the use of IRA trusts. Clarified a lot of questions for me.
Holly (Tallahassee, FL)
Very helpful.
george (Staten Island, NY)
one of the better instructers
William E. (Alameda, CA)
excellent
Pamela (Rochester, NY)
good coverage of complicated topics
Price: $40.00
Purchase Course (For CE Credit)Earn CLE Credits
General Credits
| State | Credits |
|---|---|
| AK | 1.00 |
| AZ | 1.00 |
| CA | 1.00 |
| FL | 1.00 |
| GA | 1.00 |
| HI | 1.00 |
| IL | 1.00 |
| MO | 1.00 |
| ND | 1.00 |
| NJ | 1.00 |
| NY | 1.00 |
Course ( Free )