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Mastering IRA, Elder, & Trust Planning CLE - Telephonic Seminar - Last Day for Early Bird Discount

SKU: 280176 $179.00 $129.00 Rossdale Savings:: $50.00

Learn the latest on Mastering IRA, Elder, & Trust Planning CLE with this convenient, telephonic seminar. All registered attendees who are unable to participate in the teleconference will be e-mailed a complimentary absentee recording & podcast of the full-length seminar two days after the teleconference. Register to obtain CLE & MCLE credit, receive access to complete course & reference materials, and attend this telephonic seminar.

Mastering IRA, Elder, & Trust Planning CLE

90-Minute, Telephonic Seminar
Noon-1:30 PM (Eastern Time)
Wednesday, April 14, 2021

Last Day for Early Bird Discount

Register for CLE & MCLE credit - specific credit hours are listed at the bottom of this page.

Benefits:

As tens of millions of Americans plan for their retirement, there is a record need for attorneys proficient in the latest & upcoming legal trends and changes involving estate taxes, IRAs, IRA trusts, elder planning, special needs planning, and other retirement accounts. The program will provide in-depth guidance on retirement planning, tax savings, governmental benefits, trust structures, IRA trust savings accounts, and SECURE Act updates. The Rossdale faculty for this seminar features several leading experts, who will discuss designing tax-efficient trusts, retirement planning, benefit eligibility, early distributions, tax reduction strategies, and using penalty exceptions to avoid fines. Course materials will serve as a helpful guide on these skills and techniques, as well as a useful source for your future reference.

Agenda:

Mastering IRA, Elder, & Trust Planning CLE:

a. Effective IRA & IRA Trust Planning

b. Latest Developments affecting Taxation on Retirement Accounts

c. Best Practices for Elder & Special Needs Planning

d. Obtaining Government Benefits

e. Mastering Retirement Planning

f. SECURE Act Updates

g. Guidance on Defined Contribution Plans

h. 403(b) Plans, Governmental 457(b) Plans, & Other Retirement Accounts

i. Effectively Using Penalty Exceptions and Early Distributions

j. IRA Distributions & Distribution Errors

k. Beneficiary Transfers

Interactive Question & Answer Session

Biography of Seminar Faculty:

1. Denise Appleby is the CEO of Appleby Retirement Consulting Inc., where she focuses on IRA tools and resources. She has nearly two decades of experience in the retirement plans field, and has co-authored several books and written over 400 articles on IRA rules and regulations. Ms. Appleby has held several senior retirement plans related positions with Pershing LLC and extensive experience with training the staff and financial advisors of many broker-dealers on retirement plans related topics. She has also provided training to hundreds of financial advisors, as well as tax and legal professionals on the rules and regulations that govern IRAs, SEP IRAs, SIMPLE IRAs and qualified plans. Ms. Appleby's wealth of knowledge in retirement plans led to her making appearances on CNBC's Business News, Fox Business Network and numerous radio shows, as wells as being quoted in the Wall Street Journal, Investor's Business Daily, CBS Marketwatch's Retirement Weekly and other financial publications, where she gave insights on retirement planning. Her expertise and knack of explaining complex retirement plans rules and regulation, so that they are easily understood, created a demand for her to speak at various conferences and seminars around the country. With her experience, interests and qualifications dedicated to retirement plans, Ms. Appleby has co-authored several books on retirement accounts: Roth IRA Answer Book (Aspen Publishers); Quick Reference to IRAs (Aspen Publishers) and Adviser's Guide to Retirement Plans for Small Businesses (AICPA). She is a graduate of the John Marshall Law School.

2. Salvatore LaMendola is a Partner at Giarmarco, Mullins and Horton, P.C., where he focuses on estate planning, post-death trust administration, planning for retirement plan benefits, and modifying irrevocable trusts via trust "decanting" and other techniques. He is a member of the LL.M. adjunct law faculty at Thomas M. Cooley Law School. Mr. LaMendola has been published in CCH Financial and Estate Planning; the M. Probate and Estate Planning Journal, and the State Bar Journal. He has also authored the book Estate Planning for Catholics: A Guide to Doing God's Will in Your Will (and Other Estate Planning Documents) which is available at Amazon, Barnes & Noble, and other book sellers.

3. Rosanna Roizin is the Founding Member of Rosanna Roizin Law, where she concentrates on trusts and estates, elder law and special needs planning. Ms. Roizin was a partner and founding member of Roizin & Volkova Law Group PLLC and previously to that an Equal Justice Works Fellow at Center for Family Representation, during which time she represented psychiatrically disabled parents in New York County Family Court. As part of her commitment to public service, Ms. Roizin provides legal assistance to indigent seniors at her local community center. She is a graduate of City University of New York School of Law. She is a member of her State Bar Association’s Elder Law Section and Trusts and Estates Section.

CLE Credit: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals.

Alabama State Bar MCLE Commission for 1.5 MCLE credits

Alaska Bar Association for 1.5 CLE Credits *

Arizona State Bar for 1.5 CLE credits**

Arkansas Supreme Court - Office of Prof. Programs for 1.5 CLE credits

California State Bar for 1.5 MCLE credits

Colorado Supreme Court Board of Continuing Legal & Judicial Education for 1.8 CLE Credits

Connecticut for 1.5 CLE Credits

District of Columbia (CLE credits are not required)***

Florida Bar for 2.0 CLE credits

Georgia Bar for 1.5 CLE credits

Hawaii State Board of CLE for 1.5 CLE credits

Idaho State Bar for 1.5 CLE credits

Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

Iowa Commission on Continuing Legal Education for 1.5 CLE Credits

Kansas Continuing Legal Education Commission for 1.5 CLE Credits

Kentucky Bar Association for 1.5 CLE Credits

Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits

Maryland (CLE credits are not required)***

Massachusetts (CLE credits are not required)**

Michigan (CLE credits are not required)***

Minnesota State Board of Continuing Legal Education for 1.5 CLE credits

Mississippi Commission on Continuing Legal Education for 1.5 CLE credits

Missouri Bar for 1.8 MCLE Credits

Montana Commission of CLE for 1.5 CLE Credits

Nebraska Mandatory Continuing Legal Education for 1.5 CLE credits ******

Nevada Board of Continuing Legal Education for 1.5 CLE credits

New Hampshire for 1.5 CLE credits ****

New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)

New York State Bar for 1.5 CLE credits

North Carolina State Bar Continuing Legal Education for 1.5 CLE credits

Ohio - Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits

Oklahoma Bar Association for 1.5 CLE Credits

Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits

Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)

Rhode Island Mandatory Continuing Legal Education Commission for 1.5 CLE credits

South Carolina - Supreme Court of South Carolina for 1.5 MCLE Credits*****

South Dakota (CLE credits are not required)***

Tennessee Commission on CLE for 1.5 CLE Credits

Texas State Bar for 1.5 CLE credits

Utah State Board of Continuing Legal Education for 1.5 MCLE credits

Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits

Virginia State Bar for 1.5 MCLE credits

Washington for 1.5 CLE credits

Wisconsin Board of Bar Examiners for 1.5 CLE credits

Wyoming State Bar for 1.5 CLE credits

Additional States - call customer service at (888) 626-3462

* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.

** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.

*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required.

**** The New Hampshire does not approve or accredit CLE activities for the Continuing Legal Education requirement. Pursuant to NH Supreme Court Rule 53, this activity may be counted for up to 1.5 CLE hours.

***** Members of the SC Bar may seek credit directly with the CLE Commission by submitting the 1-page form to the Commission prior to the teleconference and may contact the sponsor to secure an off-set in the registration cost.

****** Please enter NE Bar number on registration form when registering.
For additional questions, please call 888-626-3462.

REGISTER FOR CLE CREDIT AND LISTEN & LEARN AT YOUR CONVENIENCE WITH THIS LIVE TELEPHONIC SEMINAR.

All registered attendees who are unable to dial into the live teleconference will be e-mailed a complimentary downloadable recording & podcast of the full-length seminar.

You will receive toll-free dial-in instructions, online access to course and reference materials, and be registered for CLE credit when you check-out with a credit card or your check is processed.

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