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Disinheriting the IRS, Retirement & Trust Planning CLE -- 24/7 On-demand Recording & Complimentary Podcast

SKU: 280176 $179.00 $159.00 Rossdale Savings:: $20.00

Learn the latest on Disinheriting the IRS, Retirement & Trust Planning with this convenient, 24/7 On-demand Seminar & Complimentary Podcast. Register to obtain CLE & MCLE credit, online access to complete course & reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ALMOST ANY TYPE OF COMPUTER OR IPOD. ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE.

Disinheriting the IRS, Retirement & Trust Planning CLE

90-Minute On-demand Seminar & Complimentary Podcast
Includes Online Access to complete Course/Reference Material & Complimentary Podcast.

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


An aging population, larger taxes on the horizon, growing small businesses, new administration, record retirements, & global pandemic have led to a heightened demand for attorneys proficient in the latest trends and cutting-edge practices to disinherit the IRS and create retirement plans. The program will cover the latest developments and strategies that impact trust & retirement planning and savings for individuals a well as businesses. The Rossdale faculty for this seminar features three leading experts, who will discuss comprehensive tax-efficient trusts, retirement planning, benefit eligibility, IRA trusts, maximizing income after retirement, changes to the SECURE ACT, the CARES Act, as well as elder and special needs planning. The speakers will provide an in-depth discussion on financial planning, IRAs and other retirement plans. Course materials will serve as a helpful guide on these skills and techniques, as well as a useful source for your future reference.


Disinheriting the IRS, Retirement & Trust Planning CLE:

a. Disinheriting the IRS

b. Cutting-edge Trust & Estate Strategies

c. Benefits for Small Businesses & Retirement Plans

d. Maximizing Income & Tax Benefits After Retirement

e. Best Practices for Elder & Special Needs Planning

f. IRA's & Other Retirement Plans

g. Planned Inheritance Strategies

h. SECURE Act Updates

i. Beneficiary Impact & Options: 2021 & After

j. Changes to IRAs & Roth IRAs

k. Tools to Reduce Tax Exposure

Recorded 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**

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

Indiana Commission for 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

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)

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

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.

For additional questions, please call 888-626-3462.


You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.

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