IRA Planning, Charitable Gifts, and Trusts
Event Location:
Fairlawn Country Club
IRA Planning including the new distribution rules, the use of IRAs with charitable gifts and IRA planning with Trusts
The seminar will discuss the new complicated rules regarding IRA distributions to individuals and trusts including special needs trusts. Additionally, the seminar will discuss payments of IRA distributions to charitable remainder trusts.
Speaker: Michael L. Solomon, Solomon, Steiner & Peck, Ltd.