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Upcoming Regional
Meeting
Northeast Regional Education Conference
May
1-3, 2015
Baltimore, MD
Email
meetings@attorney-cpa.com for
more information.
Not a AAA-CPA Member or Affiliate? Join today and attend
this meeting for free!
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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.
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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
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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.
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