Legal Considerations for IRAs in Estate Planning
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Join the Michiana Estate Planning Council on October 8 for a legal deep dive into IRAs, examining the rules, requirements, and planning considerations attorneys need to navigate when advising clients on retirement account distributions. The presentation will cover core legal and technical topics, including:
- Key legal and regulatory rules governing IRA distributions
- Beneficiary designation requirements and common pitfalls
- IRAs as optimal assets for charitable giving, during life and at death
- IRAs and charitable remainder trusts
There is no cost for members of the MEPC. The cost for non-members is $35.
About Adam Russell
Adam joined THK Law in 2011 and practices in Indiana and Michigan as a dedicated estate attorney with experience in a wide range of related legal services. Adam is certified as a specialist in trust & estate law by the Trust & Estate Specialty Board of the Indiana State Bar Association. He speaks regularly on estate planning and related topics.
