ESTATE PLANNING COUNCIL OF SAN DIEGO

The Estate Planning Council of San Diego Presents:

February 16th, 2021 EPCSD

Virtual Meeting Via Zoom:

Enhancing and Improving your Planning for IRA's and Retirement Plans

Date:  Tuesday, February 16th, 2021

Time:  4:45pm-6:30pm

(Speaker begins at 5:15pm)

Cost: $30.00 per person (Guest or EPCSD Member)

Zoom Webinar ID and Password: 

Will be sent to everyone who has registered and paid on Monday, February 15th

We would like to thank our Sponsor for supporting this upcoming meeting:

Topic: 

Enhancing and Improving your Planning for IRA's and Retirement Plans

Are you aware of the risks and strategies for naming beneficiaries and planning for IRAs and Qualified Retirement Plans after the SECURE Act? In 2020, there was over $30 trillion in IRAs and Qualified Retirement Plan assets.  Join us as we learn from Attorney Brad Dewan about strategies and planning considerations to address the significant income tax consequences that designated beneficiaries will be facing.

Covered will be such strategies as:

• Roth IRA conversions,
• life insurance,
• charitable remainder trusts and
• BDOTs. 

There will be an overview and discussion of:

• 10 year rule for designated beneficiaries
• The 5 categories of “eligible designated beneficiaries” who can still stretch out the payments from inherited IRAs
• The two rules that still apply when there is no “designated beneficiary”
• Community property and transmutation issues for 2nd marriages
• Creditor protection for IRAs under federal bankruptcy and California law
• Asset protection
• Creditor protection
• Divorce protection strategies for inherited IRAs using IRA Beneficiary Trusts
• How to use IRA funds to purchase real estate and other “alternative investments”
• Self-directed IRA custodians
• Application of the prohibited transaction rules and more

Speaker:

Bradford Dewan

Miller, Monson, Peshel, Polacek & Hoshaw, APPLC

Brad’s practice is focused on tax planning for business entities and their owners. He assists his clients in selecting the right entity for operating the business whether it be a limited liability company (“LLC”), corporation (“C Corp” or “S Corp”) or partnership (“general” or “limited”). Brad provides tax advice and guidance as to the operations and transactions of the entity, including compensation, deferred compensation and retirement plans. Brad assists the owners of closely-held businesses develop and implement succession and exit planning strategies. He also advises his clients regarding the selection of estate planning strategies that achieve each client’s unique goals as well as be tax efficient.

Brad is a recognized expert in tax and estate planning for pension plan benefits and Individual Retirement Accounts (IRAs). He is a frequent lecturer to various professional groups on the rules affecting distributions from qualified plans and IRAs, and the most effective strategies for transferring these unique assets to surviving spouses and the IRA owner’s children.

Continuing Education Credits Pending:

This continuing legal education course is intended for Experienced Attorneys and Newly Admitted Attorneys and is pending for up to 1.0 California MCLE credit hour, 1.0 New York CLE credit hour r, 1.0 CFP credit for CFP® professionals and certificates will be available for CE credit for CPAs and CSPG professionals. 

Please RSVP by February 16th 2020

In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.

 You do NOT need a PayPal account in order to pay via credit card through PayPal. 

If you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.

Save the Date- Future EPCSD Meetings: 

The EPCSD.org website will be updated a month prior to each meeting with the RSVP information

• Tuesday, February 16, 2021 at 4:30pm
• No Meeting in March 2021
• Tuesday, April 27, 2021 at 4:30pm
• Tuesday, May 18, 2021 at 4:30pm
• Tuesday, June 15, 2021 at 4:30pm