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Estate Planning with Annuities & Financial Products (Teleseminar)
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Estate Planning with Annuities & Financial Products (Teleseminar)

1 CLE hour

When: 02/01/2016
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781

Online registration is closed.
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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

1 CLE hour
Estate planning and complex financial products are inextricably bound together.  Client retirement and estate plans often depend entirely on sophisticated financial products, including annuities, traditional and Roth IRAs, 401(k) or other defined contributed plans.  The complexities of these instruments have a number of estate and trust planning implications, including the valuation of the instruments for estate tax purposes, how their distributions are taxed for income tax purposes, and who can be designated as a beneficiary – an individual or a trust – and how.  Understanding how these and other financial products are treated for estate and income tax purposes is essential to effective planning. This program will provide you with a practical guide to estate and trust planning with financial products, including annuities, IRAs, and 401(k)s.

Estate planning with annuities, IRAs, 401(k)s, and other retirement financial products
What estate planners need to know about annuities – commercial v. charitable gift – and how they’re used
How annuity distributions are treated for income tax purposes – ordinary income, capital gain, return of investment 
Valuation of annuities at death and planning implications 
Understanding Minimum Required Distributions from IRAs and 401(k)s and their planning issues
Naming trusts as beneficiaries of retirement plans
Special issues when retirement plans own closely-held or family-held companies 
How Section 691(c) deductions impact your planning


Jeremiah W. Doyle, IV
is senior vice president in the Boston office of BNY Mellon Wealth Management, where he provides integrated wealth management advice to high net worth individuals on holding, managing and transferring wealth in a tax-efficient manner.  He is the editor and co-author of “Preparing Fiduciary Income Tax Returns,” a contributing author of Preparing Estate Tax Returns, and a contributing author of “Understanding and Using Trusts,” all published by Massachusetts Continuing Legal Education.  Mr. Doyle received his B.S. from Providence College, his J.D. form Hamline University Law School, and his LL.M. in banking from Boston University Law School.

Blanche Lark Christerson
is a managing director at Deutsche Bank Private Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies.  Earlier in her career she was a vice president in the estate planning department of U.S. Trust Company.  She also practiced law with Weil, Gotshal & Manges in New York City.  Ms. Christerson is the author of the monthly newsletter “Tax Topics."  She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.


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