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Planning for Ownership and Inheritance of Qualified Retirement Plan and IRA Accounts and Benefits in Trust or Otherwise: Opportunities and Pitfalls



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Alan Gassman, Christopher Denicolo, Kenneth Crotty and Brandon Ketron will present a discussion of planning for IRAs and other Qualified Plans, and will navigate through the various opportunities and pitfalls associated with planning for such assets. The program will focus on the taxation of retirement plan assets, how to structure beneficiary designations, and how to correctly draft trusts to receive benefits from retirement plans without triggering substantial adverse tax consequences. Practitioners will understand how to draft trusts to qualify as accumulation trusts or conduit trusts, and how to prepare proper language for beneficiary designation purposes to assure that retirement plan assets are payable in the manner intended by the client, and without triggering potentially catastrophic tax consequences. Estate planners, CPAs, tax professionals, and other professionals in the financial planning and client advisory industry will find this program helpful and beneficial to them and their clients.

In their 90 minute webinar, Alan, Chris, Ken and Brandon will address the following items, among other important issues in this area:

-          Navigating the (often confusing) special rules applicable to Qualified Plan assets, including the required minimum distribution rules, the determination of a designated beneficiary, and the rules applicable to accumulation trusts and conduit trusts.

-          Structuring beneficiary designation language to achieve clients’ objectives without running afoul of important tax rules, how to facilitate rollovers, and compliance with reporting requirements related to retirement plans.

-          The importance of assuring that trusts that receive Qualified Plan benefits have appropriate language and contain necessary provisions to assure that the intended tax consequences occur.

-          Selecting the proper beneficiary structure in light of tax and other considerations



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Alan S. Gassman, J.D., LL.M., is a partner in the law firm of Gassman, Crotty & Denicolo, P.A., and practices in Clearwater, Florida. He is a frequent contributor to LISI, and has published numerous articles and books in publications such as BNA Tax & Accounting, Estate Planning, Trusts and Estates, Interactive Legal and Haddon Hall Publishing. The Alan Gassman Channel at Interactive Legal has recently opened, and features many books and resources, including many Florida and Federal based materials, forms and resources. He is also the Moderator for Bloomberg BNA's 2017 Estate Planning Webinar Series. On February 24th Alan and his partners Christopher Denicolo and Ken Crotty will present a Bloomberg BNA Webinar at 12:30 EST on Innovative Trust Planning for Uncertain Times. You can contact Alan at agassman@gassmanpa.com for more information with respect to these programs. 

Brandon Ketron, J.D., LL.M., CPA, is an associate at the law firm of Gassman, Crotty & Denicolo, P.A. in Clearwater, Florida and practices in the areas of Estate Planning, Tax, and Corporate and Business Law. Brandon attended Stetson University College of Law where he graduated cum laude, and received his LL.M. in Taxation from the University of Florida. He received his undergraduate degree at Roanoke College where he graduated cum laude with a degree in Business Administration and a concentration in both Accounting and Finance. Brandon is also a licensed CPA in the States of Florida and Virginia. His email address is brandon@gassmanpa.com.

 

Christopher Denicolo, J.D., LL.M., is a partner at the Clearwater, Florida law firm of Gassman, Crotty & Denicolo P.A., where he practices in the areas of estate tax and trust planning, taxation, physician representation, and corporate and business law. He has co-authored several handbooks that have been featured in Bloomberg BNA Tax & Accounting, Steve Leimberg's Estate Planning and Asset Protection Planning Newsletters and the Florida Bar Journal. is also the author of the Federal Income Taxation of the Business Entity Chapter of the Florida Bar's Florida Small Business Practice, Seventh Edition Mr. Denicolo received his B.A. and B.S. degrees from Florida State University, his J.D. from Stetson University College of Law and his LL.M. (Estate Planning) from the University of Miami. His email address is christopher@gassmanpa.com.

 

Kenneth J. Crotty, J.D., LL.M., is a partner at the Clearwater, Florida law firm of Gassman, Crotty & Denicolo, P.A., where he practices in the areas of estate tax and trust planning, taxation, physician representation, and corporate and business law. Mr. Crotty has co-authored several handbooks that have been published in BNA Tax & Accounting, Estate Planning, Steve Leimberg’s Estate Planning and Asset Protection Planning Newsletters and Estate Planning magazine. Mr. Crotty is a co-author of the BNA book Estate Tax Planning in 2011 & 2012. His email address is ken@gassmanpa.com.



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