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Trusts: The Ultimate Guide

When:
December 7, 2017 @ 11:30 am – 12:15 pm
2017-12-07T11:30:00-05:00
2017-12-07T12:15:00-05:00

Marital/Disclaimer Trusts Post-ATRA
11:30 – 12:15, Gregory Matalon

IRA Trusts
2:00 – 2:45, Gregory Matalon

  1. Inherited IRAs After Clark Decision
  2. IRA Trusts: Key Concepts and Design
  3. Conduit vs. Accumulation Trust
  4. Required Minimum Distributions Issues and Workarounds
  5. Sample Provisions
  6. Key Administration Challenges

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