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Please join us in my office as we participate in a monthly teleconference series designed to help you learn how the advisor team can collaboratively and effectively plan for clients. This teleconference is approved for 1 CFP credit.
This conference, Jonathan A. Mintz, J.D. and will be held Thursday,November 12, 2009 at 10:00 a.m. Registration and brunch begin at 9:45 a.m.
Even after the recent economic downturn, clients hold nearly $15 Trillion in IRAs and qualified plans, and much of this will be transferred to beneficiaries in the coming years. Since IRAs are protected to at least some extent under state law, most clients and their advisors believe that these assets are simply protected from the creditors of the beneficiary.
To the contrary, there is a little-known yet alarming trend of courts finding no asset protection for inherited IRAs. Significantly, every court that has considered this issue, including courts in the two most debtor friendly states (Florida and Texas), have ruled that IRA beneficiaries have no asset protection for IRAs. And it is reasonable to assume that other jurisdictions will follow suit.
This important teleconference will teach you how to provide asset protection for IRA beneficiaries using trusts designed specifically for this purpose - and to ensure that the beneficiary achieves maximum tax deferral if that is the client's objective. This structure provides significant advantages to clients and beneficiaries - and can generate significant revenue to the planning team who recommends it.
Please register by clicking on the "Register Now" button or call our office at (760) 930-1987, ext 3#. My assistant, Shelley Scally, will call to confirm your attendance, or feel free to call me at (760) 930-1987. Seating is limited, so please enroll early. I look forward to seeing you on November 12th.
Sincerely,
Debra Leffler Streeter
Where
Streeter Law Group, A PC
2385 Camino Vida Roble, Suite 101
Carlsbad,
CA 92011
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Streeter Law Group, A PC
Our mission is to have a client-centered firm, where our first consideration is our client’s goals. We then work as a collaborative team where we, as part of that team, develop legal strategies that are unique to each client to help the client achieve their goals. Our goal is to establish a life-long relationship with each of our clients. To that end, we strive to have regular contact and thorough communication with each client to make sure we are taking into account changes in their business, personal and family goals as well as changes in the law. Thorough communication is achieved when we listen to our clients goals and concerns and apply our unique expertise to provide choices of solutions.
2385 Camino Vida Roble, Suite 101 Carlsbad, CA 92011
(760) 930-1987
WWW.STREETERLAW.COM
