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Estate Planning for Qualified Retirement Plans and IRA’s



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Paul Hood: Estate Planning for Qualified Retirement Plans and IRA’s Qualified retirement plans and IRA’s often are your client’s biggest asset. However, the rules can be counterintuitive and complex. In his exclusive LISI webinar, Paul Hood will review a number of important concepts, including:

• Understanding the foundational tax concepts of estate planning for retirement accounts

• The three types of clients in this type of estate planning

. • The requirements for trusts to be designated beneficiaries

. • How to use stretch out strategies to increase wealth to future generations

• Using spousal rollovers and qualified disclaimers to maximize distribution stretch-out

• The required minimum distribution rules

• The different beneficiary choices, together with the pro’s and con’s of each choice.

• The differences between surviving spouses and all other beneficiaries.

• The considerations attendant to marriage contracts. • Blended family issues in IRA’s

. • A short list of factors to consider in estate planning for qualified retirement plans and IRA’s

. • The beneficiary designation forms of over ten major IRA custodians. 



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A native of Louisiana (and a double LSU Tiger), Paul Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center before settling down to practice tax and estate planning law in the New Orleans area. Paul has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law. The proud father of two Eagle Scouts and LSU Tigers, Paul has authored or co-authored seven books and hundreds of professional articles on estate and tax planning and business valuation.  He was with The University of Toledo Foundation for over four years as Director of Planned Giving, leaving in January 2018. He can be contacted at 

paul@paulhoodservices.com



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