Event

  Estate Planning Strategies with IRAs: Know the Rules; Run the Numbers! Speaking Engagement 04.20.2017 1:30pm

On April 20, 2017, Marc Purintun presented at the American Bar Association's Real Property, Trust and Estate Law Spring Symposium in Denver. His presentation was titled "Estate Planning Strategies with IRAs: Know the Rules; Run the Numbers" and allowed attendees to:

  • Understand how to analyze the trade-off between income and transfer taxation when coordinating the beneficiary designation with the client's comprehensive estate plan (including a default designation checklist);
  • Master the financial engineering and tax interplay on conversions and recharacterizations;
  • Recognize premortem planning opportunities through the user of a case study; and
  • Understand the requirements under the Fiduciary Rule (if still applicable) and other applicable tax limitations for IRA investments.

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