Complex Concepts in Estate Planning: Planning for the $500,000+ IRA
Wednesday, April 7, 2021, 1:00 PM - 2:00 PM, ET
Presenter: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)

IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Some planning techniques focus on finance, such as converting traditional accounts to a Roth account or increasing taxable distributions to move funds to life insurance. Other planning techniques involve a significant charitable/legal component, such as leaving funds to variations of charitable remainder trusts.

This course will cover the following key topics:

  • Overview of Key Considerations
  • Overview of SECURE
  • Roth Conversions
  • Charitable Remainder Trust Strategies
  • Insurance Strategies
  • State IRA Income Tax Strategy Trusts
  • Multi-Generational Accumulation Trust Sprinkling


The recording for this webinar will be posted on the WealthCounsel member website within 2 days of the event.  Click here to access the recording.

This webinar is included for Trusts & Estates Subscribers and provided live complimentary for Business Law Subscribers.

Regular Price: $129 | Trusts & Estates Price: $0 | Trust Administration Price: $139 | Gun Law Price: $129 | Business Law Price: $0 (Website access not included) | Practice Development Price: $139

1.0 credits
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN


Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 03/31/2021

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBA Sponsor ID 108255. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.


In order to be awarded the full credit hours, you must be present during the entire program.

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or