IRA Rules and Strategies Every Fiduciary Must Know!

About the Course

Fiduciaries are called on to understand complex tax structures and to implement tax effective retirement account strategies. Failure to do so can cause large tax losses. Are you up for the task? This course will examine common beneficiary designations and which ones to avoid. The rules concerning required minimum distribution rules will be reviewed. And, strategies for reducing taxes payable by the client’s estate, or their beneficiaries, will be reviewed.

Member Price: $75.00

Non-Member Price: $105.00

CE Awarded:

1.5

Presented Date: August 27, 2021

Tracy Regli, Esq.

Tracy S. Regli is a founding partner of Acuna & Regli, LLP. Tracy focuses her practice on probate and trust administration, fiduciary representation, conservatorship and special needs planning. She has assisted many banks, fiduciaries, and family members with administering large and small estates throughout California. Prior to starting the firm, Tracy worked for a national real estate investment trust, negotiating and drafting commercial real estate transactions. Her extensive business experience makes her a more effective lawyer when administering estates and negotiating disputes for her clients.

Frank Acuña, Acuña Regli LLP

Frank R. Acuña is a founding partner of Acuña & Regli, LLP, with offices located in the San Francisco Bay Area. Acuña & Regli has built its practice around the needs of licensed professional fiduciaries throughout the State of California. He is a California State Bar Certified Specialist in Estate Planning, Probate, and Trust Law and was admitted to the California Bar during 1985.

IRA Rules and Strategies Every Fiduciary Must Know!

About the Course

Tracy Regli, Esq.

Frank Acuña, Acuña Regli LLP

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