For the past two years you’ve been keeping your allied professionals and clients advised on the controversy between Federal district courts on whether an inherited IRA is protected from bankruptcy and other predators.
For the past ten years, Lawyers With Purpose has taken the position inherited IRAs are not protected and have planned for their clients accordingly. On Friday, June 13th, the U.S. Supreme Court in Clark v. Ramiker ruled inherited IRAs are not retirement accounts for purposes of protection from bankruptcy and general creditors.
We are excited to bring to the LWP community a LIVE GoToWebinar of Dave presenting a live Lunch & Learn to his allied professionals on what the U.S. Supreme Court has ruled on Tuesday, June 24th at 12:00pm EDT.
In one hour you’ll get:
- An understanding of the key holdings of the recent Supreme Court decision.
- Learn the asset protection strategies available for inherited IRAs.
- Know the four requirements for trusts to qualify to own IRAs without causing taxation.
- Discover the "inside" and "outside" planning strategies we have used for years to protect inherited IRAs and provide clients with the maximum number of options at death to avoid the loss of an IRA to creditors and long-term care costs.
While many are surprised by the Supreme Court’s ruling, we believe working with well qualified, forward thinking estate planning attorneys, like you, is essential for your clients to protect their most valued asset. Now let’s let your community and allied professionals know, and showing up for the GoToWebinar will get you the information you need to know to start that conversation.
Join us on Tuesday, June 24th at 12:00pm live via GoToWebinar. Click here to register now! We hope you can join us!
Add a Comment