Elephant in the Room: Disposition of Qualified Plans and IRAs
Registration will close at 5 pm on Thursday, January 19th. Please register if you plan to attend to ensure we have an accurate lunch count. Thank you!
For many of our clients, their retirement nest eggs are some of the most valuable, if not the most valuable, assets they own. At the same time, arranging for the tax-efficient and properly tailored disposition of these assets can be among the most challenging jobs an estate planner must face. Simply filling in blanks in a beneficiary designation form as if it were a credit card application will not suffice. In this program, we will examine:
- Using see-through trusts and conduit trusts
- Designing trust dispositive provisions to handle qualified plans and IRAs
- Taking maximum advantage of special rules only for spouses
- Avoiding penalties applicable to qualified plans and IRAs
CONTRIBUTORS
Charles A. Redd
Charles A. ("Clary") Redd is a partner in the St. Louis office of Stinson Leonard Street LLP. Clary concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category.
Thomas O Hiscott
Tom Hiscott's practice focuses primarily on estate planning and trust and estate administration—with a particular emphasis on the tax aspects of these areas.
Tom is a frequent speaker on tax issues related to trusts and estates for corporate fiduciaries and state and local bar organizations. He is often sought out for his expertise in the integration of retirement accounts into estate plans and the tax-efficient administration of estates and trusts that own large retirement accounts. Tom has also successfully represented fiduciaries in disputes regarding inheritance and estate taxes.
Tom is a Fellow of the American College of Trust and Estate Counsel. In addition, Tom was named aPhiladelphia Magazine Rising Star in trust and estate law from 2005 through 2008, again in 2010, and in 2011 - 2016 was named a Superlawyer by the same publication. He is listed in Best Lawyers in America andPhiladelphia's Best Lawyers and has received an AV® Preeminent™ rating for legal ability and ethical standards from LexisNexis Martindale-Hubbel Peer Review Rating.
