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Estate & Trust Law Section 

Please mark your calendars and save the following dates for the balance of the year's programs, all of which are scheduled for 12:00 noon, and held in my office:

February 13, 2017
March 20, 2017
April 17, 2017

Our next meeting is Monday February 13 starting at noon in my office.  The speaker for this meeting will be Michael Kitces, CFP®, MSFS, MTAX, CLU®, ChFC®, RHU®, REBC®, CASL® and Partner at Pinnacle Advisory Group.  As many of you know, Michael is a nationally recognized speaker who has spoken at many international, national and local conferences.  Michael has spoken to our group for the last several years, and his presentations typically fill the room with attendees.  Click on his name to get to his most impressive website and links to his library of articles, podcasts, etc.

This year, Michael’s topic is Trusts as Beneficiaries of IRAs.  As the use of trusts in estate planning becomes increasingly popular for both tax and non-tax reasons, and clients continue to accumulate more and more assets in retirement accounts, the use of trusts as beneficiaries of IRAs is increasing desirable and necessary. Unfortunately, though, the rules pertaining to IRAs payable to a trust after death are complex and challenging. In this session, Michael will explore the unique requirements for IRAs to preserve and maximize their tax deferral after death when a trust is the beneficiary, with details about the rules for trusts to qualify for the IRA’s post-death tax deferral “stretch,” how to calculate the actual post-death required minimum distributions for the trust, and examples of specific wording from sample trusts.

Please remember to reserve a seat by e-mailing my assistant, Chris at chutt@shulmanrogers.com, or by calling Chris at 301-230-6565 x 5392.

Lunch will be available starting at 11:30 am, and is courtesy of our sponsors listed below. We will start the program at noon.  Please make sure to come early and/or stay late to meet Joe and his staff and introduce yourselves to our sponsors, and learn how they can be a resource for you in your practice.

Our sponsors for this year will be:

  1. Sagel Bloomfield Funeral Care, Inc.  Contact is Ed Sagel at 301.217.9400.  E-mail: ed@sagelbloomfield.com Website is http://www.sagelbloomfield.com
  2. Tucker & Meltzer Valuation Advisors.  Contact is Jenifer Flynn at 301.798.5124.  E-mail: jenifer@tuckerandmeltzer.com

If you have suggestions for section meetings or CLE speakers, please feel free to contact me directly.

Chair

Jay M. Eisenberg

 


Section Meetings

February 13, 2017
March 20, 2017
April 17, 2017

Meetings will be held at Noon at the offices of Shulman, Rogers, Gandal, Pordy & Ecker, located at 12505 Park Potomac Ave., 6th Floor, Potomac, MD 20854



CLE Seminar

None Currently Scheduled