Estate Planning for Retirement Benefits - Philadelphia, PA

Feb 12, 2015 08:00am -
Feb 12, 2015 10:00am

Event Description

Estate Planning for Retirement Benefits 


Presented by: Marissa  M. Tribuiani

PA/DE Valley Chapter Meeting  

February 12, 2015

Rescheduled from December 11, 2014


  Upcoming Regional Meeting  


 Northeast Regional Education Conference

May 1-3, 2015

Baltimore, MD

Email for more information. 



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Program Description

This program will provide an overview of estate planning for retirement benefits including a discussion of several recent cases impacting planning for such benefits.  The program will focus on planning for traditional and Roth IRAs and will cover the fundamentals of designating IRA beneficiaries, the computation of post-death required minimum distributions, planning for a surviving spouse, strategies to maximize the potential income tax deferral for beneficiaries of IRAs, the mechanics of naming a trust as a beneficiary of an IRA (both conduit trusts and accumulation trusts), creditor protection issues, planning for the charitably inclined client and the advantages and disadvantages to the various techniques discussed.  


Meeting Information

Date: February 12, 2015


Time: 8:00 - 9:30am   (Breakfast included) 


Location: Union League (Founders Room)

                     140 South Broad Street

                     Philadelphia, PA


Education Credit: 1 CPE credit; 1 PA (M)CLE credit


Cost: $12.00 Members; $20.00 Non-Members 


About the Presenter

Marissa M. Tribuiani

Dechert LLP

Marissa M. Tribuiani focuses her practice on private client matters, including estate planning, estate and trust administration, income, estate and gift tax planning, planning for retirement assets, and charitable giving. She is a Certified Public Accountant licensed in Pennsylvania.



AAA-CPA  continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.

Accounting CPE/Legal CLE/MCLE

The American Association of Attorney-CPAs 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 A brochure with full details of the program is available from the association at 888-288-9272. These programs meet the NASBA standards of 1 (50 minute) hour of instruction.  If you require CLE in a state not mentioned, please call our national office and we will do our best to arrange for credit in your state. 

Event Type:Chapter Meeting
Early registration ends on Jul 27, 2014.
Regular registration starts on Jul 28, 2014 and ends on Feb 12, 2015.
Late registration starts on Feb 13, 2015.