Roth Conversion Strategies for the Estate Planning Client CD-ROM

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Roth Conversion Strategies for the Estate Planning Client CD-ROM

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Roth Conversion Strategies for the Estate Planning Client CD-ROM

Product Code:	5430529CD
Our Experts:	April Caudill, Robert S. Keebler, Frank Palmieri
Publication Date:	May 25, 2010
Running Time:	90 minutes
Sponsoring Entities:	Section of Real Property, Trust and Estate Law
Topics:	Estate Planning, Financial Management, Taxation
Format:
Other Formats:
Pricing:	$150.00 (Regular)
	$135.00 (ABA Member) ABA Members, Log in now to receive this discount!
	$125.00 (Section of Real Property, Trust and Estate Law) ABA Members, Log in now to receive this discount!
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About this Product

TRUST & ESTATE LAWYERS CAN NO LONGER AFFORD TO IGNORE THE IMPORTANCE OF ROTH CONVERSIONS IN THE ESTATE PLANNING PROCESS
The availability of Roth conversions to clients at all income levels as of January 1, 2010 creates new estate planning strategies that are very compelling. When a Roth conversion is part of a stretch IRA planning strategy, the wealth transfer opportunity increases dramatically. This session will explore these strategies and the issues estate planning attorneys need to know to maximize the benefits for their clients.

During the program, our panel will explain:

How a Roth conversion can enhance your clients' estate planning strategies;
How tax apportionment clauses, the 691(c) deduction and the estate administration process are affected by a Roth conversion;
The impact of Roth conversions on trust planning strategies;
The role of life insurance; and
Qualified retirement plan considerations: can a Roth conversion occur?