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Estate Planning Professional Advisors Continuing Education

 

The Community Foundation, in partnership with KeyBank, is pleased to offer two teleconferences with nationally renowned estate planning lawyer Roy M. Adams.  The teleconference series is now in its ninth year and has become the most popular estate planning teleconference series in the country.

 

The teleconferences will be held at the Foundation office, second floor conference room in the KeyBank building.  Lunch will be provided at noon, with time for networking and information sharing.  The program will be held from 1:00 p.m.-2:30 p.m.  Reservations are required as seating is limited.

 

To register, please call the Foundation office at 419-621-9690 or email pam@sanduskyfoundation.org. 

               

Retirement Benefit Planning - More Complex Than Ever!

Program: Tuesday, November 18, 2008
Reservation required by: Monday, November 10, 2008
(please let us know if you have dietary restrictions)     

Retirement assets are a large part of many estates and it is imperative that we effectively plan for the distribution of these assets during life and at death. The IRS has recently blessed us with more insights into how to obtain a marital deduction with retirement benefits are paid to a trust. The guidance, although helpful, still requires considerable thought and study before a plan is put into action. The ongoing issues related to retirement benefits, such as the realization of income and the application of the transfer tax, push us all to the breaking point. In this program, Roy Adams and a special guest will cover these and other topics:            

Understanding the new IRS guidelines related to retirement planning
The opportunities that exist for the rollover of IRAs to spouses and others
Guidance on which beneficiaries to use for measuring lives and the rules that now apply
How the use of trusts as beneficiaries differs from the use of family members as beneficiaries
Why the tax-deferred realization of income is a subtle but necessary part of the process of thinking through beneficiary designations.