Roth Conversion Strategies for the Estate Planning Client

    By April Caudill, Francis W Palmieri and Robert S Keebler

    Roth Conversion Strategies for the Estate Planning Client

    Roth Conversion Strategies for the Estate Planning Client

    By April Caudill, Francis W Palmieri and Robert S Keebler

    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 ...
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    TRUST & ESTATE LAWYERS CAN NO LONGER AFFORD TO IGNORE THE IMPORTANCE OF ROTH CONVERSIONS IN THE ESTATE PLANNING PROCESSThe 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?

    Product Details

    Sponsors

    Section of Real Property, Trust and Estate Law

    Product Code

    5430529MP3

    Publication Date

    5/1/2010 12:00:00 AM

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