Trusts as IRA Beneficiaries, and IRA Distribution Rules Seminar on August 1, 2017

Trusts as IRA Beneficiaries, and IRA Distribution Rules Seminar

Tuesday, August 1, 2017 from 8 a.m. to 11 a.m.
at The Sheraton Tucson, 5151 E. Grand Road, Tucson, Arizona

Les Raatz (Member, Phoenix) will participate in this day event on "Complexities in Estate Planning -- Intersection of Tax and Trust Law". Les will discuss the IRA distribution rules and how they are applied to trusts as IRA and qualified plan beneficiaries. There are proper ways to name trusts, and costly mistakes occur when the correct methods are not followed. Les will guide participants through the labyrinth.

Register HERE today!

Sponsored by Jewish Community Foundation of Southern Arizona.