Class Three: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
Recording and Slides are Available Here .
Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but the ultra-wealthy. The billable time that was the centerpiece of many thriving estate planning practices is gone and won’t return for the foreseeable future. So, if the estate tax is in fact dead for all but a select few, what can those in the estate planning bar do to replace that lost revenue?
This exclusive five-part LISI webinar is designed to help estate planning attorneys think through some of the difficult issues as they try to navigate their practices through these turbulent times. The webinar faculty represents some of the industry’s brightest stars and smartest business minds. This webinar series is a must for any practitioner or firm that is concerned about the impact the tax bill will have on their practices, and includes the following:
· Class Three: Bob Keebler Thursday May 11th 1pm-2:30pm ET - What the Lawyer Should Know About Lifetime and “Death-Time” Planning for IRAs
Retirement planning is often understood from an investment perspective. However, many do not fully understand the complex tax rules associated with these tax-preferenced accounts. This session will cover the critical tax aspects of lifetime and post-mortem planning including: foundational concepts, the RMD regulations, rollover issues, Roth planning, and how life insurance can be helpful.
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.
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