IRAs At Death & Beyond Including Trusts – Case Studies

  • 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 120 Minutes | Live
  • Credit: IRS Credits: 2.0 | NASBA Credits: 2.0| Product Code: WEB00388
Contact Person Klaralee R. Charlton
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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

After much delay and anticipation, the Treasury has finally released the proposed regulations to implement the SECURE Act. These long-awaited rules include numerous refinements to the post-mortem distribution requirements for IRAs and other retirement assets. As a result, it is now essential to review beneficiary designations and update estate plans to reflect the new guidance.

This session will provide a practical, case-driven exploration of the SECURE Act’s impact—especially on planning involving trusts. With more than real-world case studies, attendees will gain a clear understanding of how the proposed regulations apply in various client scenarios.

Specifically, this session will cover:

  • Key provisions and clarifications in the proposed regulations
  • Impact on eligible designated beneficiaries (EDBs) and non-EDBs
  • Post-death RMD timelines and the application of the 10-year rule
  • Planning implications for trusts as IRA beneficiaries
  • Common mistakes to avoid and proactive steps to take now

Session Highlights:

  • Real-world examples showing successful and failed planning under the new rules
  • A review of how the new regulations are structured
  • flowcharts to distill the new rules to common practical situations
  • Nuisances to the new ten-year rule
  • Planning for the surviving spouse
  • Planning to capture the five exceptions to the new ten-year rule
  • practical examples make the new rules easy to understand
  • Disability and special needs issues
  • RMDs during the ten-year period for deaths after the RBD
  • No forced RMDs for Roths during the first nine years after death
  • Special rules for spouses including rollover rules
  • New provisions for decanting IRA trusts
  • New provisions for reforming IRA trusts
  • New provisions for Power of Appointment trusts
  • Easy and concise case studies

Credits and Other Information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • NASBA Sponsor: 146439
  • IRS Course ID: PJGWS-T-00126-25-O
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
    • Case Studies and Live Q&A session with speaker
    • PowerPoint presentation for reference

Who Will Benefit:

  • CPA's
  • Tax Attorneys
  • Accountants
  • Tax Compliance Managers
  • Other Tax Professionals
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
 
Speaker Profile:
Klaralee Charlton is a Shareholder with Katz, Look & Onorato, P.C. where she practices fiduciary tax, estate administration, and business transactional law. As part of her practice, Ms. Charlton guides clients through the process of administering a loved one’s estate including the collection, valuation, management and transfer of assets including financial accounts, real estate, and business interests with a focus on minimizing estate and income tax liability. She also works closely with trustees of ongoing trusts to ensure compliance and prepares clients’ fiduciary income tax returns annually.
Klaralee has written and lectured on topics including estate and gift tax, fiduciary income tax reporting and U.S. regulations governing the valuation of small family businesses. She previously served as Chair of the Colorado Bar Association, Tax Section and President of the Greater Denver Tax Counsel Association. She earned her J.D. from the University of Utah, S.J. Quinney College of Law, her LL.M. in Tax Law from the University of Denver, and her B.A. in political science from Bryn Mawr College. She is admitted to practice in both Colorado and Montana.
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