Robert J. Naberhaus III, a shareholder in Dean Mead’s Estate and Succession Planning department, will be presenting on October 23, 2015 at the Florida Bar RPPTL Section’s CLE program entitled “Estate & Trust Planning/Asset Protection: Tricks, Treats and Really Scary Things”. The program will be held at the Renaissance Tampa International Plaza. Rob’s presentation titled “The IRA Witch Project – Planning with IRAs” will include discussion on the required minimum distribution rules, how to coordinate IRAs with the estate plan, naming trusts as beneficiaries of IRAs, naming charities as beneficiaries of IRAs, IRAs and asset protection and other Florida law considerations. If you are interested in learning more about the program, additional details can be found by clicking this link CLE – Estate & Trust Planning/Asset Protection: Tricks, Treats and Really Scary Things.
The outline and presentation slides are provided below:
Outline IRA Presentation Materials for RPPTL
PowerPoint Presentation (available after October 23, 2015)