Name
Stand-Alone Retirement Trust (SRT) Drafting Workshop
Date & Time
Wednesday, August 1, 2018, 1:15 PM - 2:15 PM
Speakers
Description
More than ever before it is essential to understand how to proactively implement strategies safeguarding IRAs as they pass into the hands of beneficiaries. This session focuses on the key decision points and planning strategies for drafting standalone retirement trusts (SRTs) that accomplish your clients’ goals in a tax-efficient manner.
Sessions
Thomas J. Ray, Jr., JD, CFP®, Kristen Gann
Session Type
Breakout Session
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit