IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan (OnDemand Webinar)

$149.00

SKU: 410100EAU

Description

Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement.Many clients believe that executing estate planning documents alone constitutes completing a comprehensive estate plan. While important, estate planning documents alone are but one consideration. Retirement assets generally pass pursuant to the beneficiary designation. This presentation will help attorneys and paralegals understand the importance of beneficiary designations and how to coordinate them with the estate plan to ensure a smooth transition of assets upon the death of a decedent.

Date: 2022-11-18 Start Time: End Time:

Learning Objectives

Retirement Assets
• Character and Type
• Required Beginning Date
• Required Minimum Distributions
• Beneficiary Designations

Pre-SECURE Act
• Designated Beneficiaries
• The 5-Year Rule

The SECURE Act
• Eligible Designated Beneficiaries
• The 10-Year Rule
• Impact of Proposed Regulations

Coordination With Estate Plan
• Lifetime Use of Assets
• Drafting Considerations
• Tax Considerations

Questions and Answers

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Tereina Stidd, J.D., LL.M.-American Academy of Estate Planning Attorneys, Inc.

IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan (OnDemand Webinar)

$199.00

SKU: 405417EAU

Description

Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement.Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all. When considering basic or advanced estate planning, most advisors and clients think of only estate taxes. Given the current estate tax exemption, estate taxes are a remote problem for most clients however, planning for an estate is a complex process that should take into account, among other things, estate taxes, gifting, income tax planning, assets protection and the clients’ family situation, regardless of wealth. The financial planning process is an essential part of estate planning. Integrated financial and estate planning can help the client navigate various estaterelated decisions and wade through the myriad of planning options available to them and their families. Ultimately, financial planning helps provide the client with clarity around assets available for retirement, the impact of the estaterelated decisions on the clients’ ability to successfully retire, and the probability of successful family outcomes.

Date: 2019-06-25 Start Time: End Time:

Learning Objectives

Current Conditions and What We Are Planning Toward
• Retirement Planning • When to Begin the Process
• Estate Planning • Environment Post-TCJA
• Importance of Flexibility

Goals-Based Financial Planning
• How to Start the Process/Conversation
• How Estate Planning Is Incorporated Into the Planning Process

Financial Projections
• Projections as the Backbone of Recommendations
• Specific Reports Utilized
• Impact of Projections on Estate Plan Recommendations

Basic Estate Planning Techniques
• Estate Tax Mitigation
• Income Tax Mitigation
• Techniques That Apply Regardless of Net Worth

Specific Issues
• Using Integrated Retirement and Estate Planning to Uncover Unique Issues

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Steven Beck, J.D., CFP®-ARGI, Matt Watkins, J.D., LL.M. – ARGI