December 2019
Thursday, December 19, 2019
Trust and Estate Planning for Retirement Plans – IRAs, 401(k)s, and more
Topics to be covered:
- Allocation of estate and gift taxes
- QTIPing IRAs and trusts as IRA beneficiaries
- Trust distributions as income v. principal
- Understanding traps of beneficiary designations
- Creditor claims against retirement assets
- How annuity distributions are treated for income tax purposes – ordinary income, capital gain, return of investment
Faculty: Dan Daniels, Wiggin and Dana LLP, Greenwich, CT and Michael Clear, Wiggin and Dana LLP, Greenwich, CT