Estate Planning for IRAs Payable to Trusts, Plus a 30 Minute Prequel on the Foundational Rules - Click to Listen to Bob's description

Watch Now!
Recording and Slides are Available Here .

During retirement, most time and effort relating to IRA planning is focused on maintaining and growing retirement funds. Unfortunately, not enough attention is paid to the tax aspects of IRA planning and the opportunities to preserve retirement funds after death. Nevertheless, with a solid understanding of the IRA provisions, one will be able to plan around the key issues and identify opportunities.  

Session highlights include:  


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



  • Drafting beneficiary designation forms and qualified trusts



  • Disclaimer planning for IRAs and qualified plans



  • The impact of ERISA and REA



  • Spousal rollovers outright and from trusts



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



  • Understanding the final minimum distribution regulations- 401(a)(9) Regulations



  • Designating beneficiaries under the minimum distribution regulations



  • Understanding how charitable planning and ILIT strategies can produce beneficial distribution options



  • Naming a trust as a qualified designated beneficiary



  • Understanding conduit and accumulation trusts and when to use each



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


 IRA Foundation Concepts to be Covered in the 30 Minute Prequel Session 


  • Basics of the income tax regulations under 401(a)(9)



  • Understanding the state and federal property law associated with IRAs and ERISA plans



  • Importance of planning for even modest IRAs and plans



  • Understanding disposition after death from a tax and property law standpoint



  • Understanding the Retirement Equity Act



  • Understanding state and federal terminal interest rules



  • Disposition at death after divorce for both IRAs and ERISA plans



  • Reclassification of retirement accounts when community property exists



  • Community property swaps and when they work



  • IRAs at death and beyond



  • ERISA plans at death and beyond



  • Portability in a first marriage and in a second marriage



  • Why lawyers need to draft beneficiary forms to coordinate the overall plan


There will be no CE for this webinar

For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email

After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of """"first impression."""" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - """"Family Tax Planning Forum,"""" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


Alan Gassman

June 28, 2018 3:00 PM EDT - 4:30 PM EDT ET

Asset Protection for Businesses and Their Owners

More Info

Larry Brody

June 29, 2018 3:00 PM EDT - 4:00 PM EDT ET

Part 3 Split Dollar Webinar Series. ::Using Post-Final Regulation Loan Regime Arrangements

More Info

Paul Hood

July 6, 2018 3:00 PM EDT 5:00 PM EDT ET

The Human Side of Estate Planning/Psychology of Estate Planning

More Info

Paul Hood

July 13, 2018 3:00 PM EDT 4:00 PM EDT ET

Hermeneutics for Designing Estate Planning Tools & Techniques: A Method in the Madness of the Fine Art of Designing Estate Planning Tools and Techniques

More Info

James P. Weller, JD, LL.M

July 19, 2018 3:00 PM EDT -

Title The Private Trust Company Solution

More Info
Avatar Avatar

Lee Slavutin & Bob Keebler

July 20, 2018 12:00 PM EDT - 1:30 PM EDT

Life Insurance Planning Opportunities After the Tax Cuts and Jobs Act

More Info

Steve Oshins, Jonathan Blattmachr, Richard Nenno, Al King

July 26, 2018 3:00 PM EDT - 4:20 PM EDT

Oshins/Blattmachr/Nenno/King: Trust Situs Smackdown- A Re-Broadcast. Click to Listen to Steve Oshins description

More Info

Paul Hood

August 16, 2018 3:00 PM EDT -

Estate Planning for Qualified Retirement Plans and IRA’s

More Info
Avatar Avatar

Larry Brody & Steve Leimberg

September 13, 2018 3:00 PM EDT ET

Transfer for Value – The Thorn on the Rose

More Info
Avatar Avatar

Larry Brody & Steve Leimberg

September 14, 2018 3:00 PM EDT ET

Transfer for Value – Transactional Analysis

More Info