Cannon Estate Planning: Qualified Retirement Plans & IRA's - 11/15

PNC's Private Bank invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
 

Qualified Retirement Plan and IRAs – What You Can and Can’t Do
 
Tuesday, November 15, 2022
12:00 pm – 1:00 pm
Streaming access is available
 

Summary of Teleconference:
Many of our clients have sizable accumulations in qualified retirement plans and IRAs.  This is yet another unique type of asset that presents potential opportunities and difficulties in the estate planning context.  The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment return – while preserving as much dispositive flexibility as possible.  This quest is often elusive.  We will address in this teleconference the following critical components of this estate planning subspecialty:

Speakers will address:

  • Using See-Through Trusts and Conduit Trusts Within SECURE Act Parameters

  • Taking Maximum Advantage of Special Rules Available Only to Spouse

  • Avoiding Penalties Applicable to Qualified Plans and IRAs

  • Overview of Prohibited Transactions

 
 
Register for the teleconference by sending an email to jennifer.julius@pnc.com. 
 
Streaming information, as well as the teleconference material, will be sent to you by return email.


There is no cost for this teleconference and attendees can earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.    

Sarah Croft