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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