Attend a CE course that covers the potential opportunities and challenges regarding estate planning. An objective to effectively managing a qualified retirement plan or IRA's is to maintain much of the plan for the longest duration to achieve a maximum income tax-deferred return; all while aiming to preserve a high level of dispositive flexibility. The topics to be covered in the below course include:
- Using See-Through Trusts and Conduit Trusts Within SECURE Act Parameters
- Taking Maximum Advantage of Special Rules Available Only to a Spouse
- Avoiding Penalties Applicable to Qualified Plans and IRAs
- Overview of Prohibited Transactions
Earn your continuing education credits for attorneys (MCLE) and/or CPAs (CPE) with us. Hope you can join us on Tuesday, November 15th at 10 am PST for our qualified retirement plans and IRA course.
CA MCLE CREDIT: 1.5 hours
CA CPE CREDIT (CPAs): 1.5 hours