Minimum Distribution Rules for IRAs

Date: Tuesday, July 9, 2019
Time: 11:30am - 1:00pm
Location: The Jewish Community Center, Room L130
Speaker: Justin Dituri, JD

** Thanks to Platinum sponsors Midwest Trust and Longmont Community Foundation as well as Gold sponsor Gibraltar Business Valuations**

Justin Dituri attended University of Denver College of Law and has been licensed as an attorney in Colorado since 1992.  He has focused his professional career in the areas of estate planning, probate and trust administration, and elder law issues including the tax reporting and tax planning for trusts and estates as well as post-mortem administration.  He is a member of both the Colorado Bar Associates Trusts and Estates and Elder Law groups and the Boulder County Estate Planning Council.

Venue:

PLEASE NOTE:  The Dituri program will be held in Room L130 (just to the right of the information desk) at the Jewish Community Center located at 6007 Oreg Avenue in Boulder.  Seating is limited to 48.

Program:

This program covers the special rules for distributions from Individual Retirement Accounts after the death of the plan participant.  The presentation will also present material on how the distributions to account beneficiaries can be protected when account balances are distributed to a trust.

Objective:

To educate estate planning professionals in the special rules for distributions from Individual Retirement Accounts after the death of the plan participant.  The presentation will also present material on how the distributions to account beneficiaries can be protected when account balances are distributed to a trust.

CE credit status:  CFP, CLE, and CPA approved; CLU/Insurance pending.  1 hour of CE credit hours available for AEP.  Designed for CPAs, attorneys, financial planners, CLUs, ChFCs, and others practicing in the estate planning field. Pre-requisites - none; program level- advanced; advance preparation: none; delivery method: lecture/group study; recommended credit: 1 hour.

Related Document(s):

See Upcoming Event Calendar