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CSTC Academy - IRA Fundamentals and the Need for IRA Trusts
Thursday, July 09, 2020, 10:30 AM - 12:10 PM PDT
Category: CSTC Academy
Thursday, July 9, 2020 Topic: IRA Fundamentals and the Need for IRA Trusts Course Description: Knowledge Level: Overview Learning Objectives: #1: Thoroughly understand IRA contribution and distribution rules. #2: Review distribution and asset protection strategies in light of the SECURE Act's passage. #3: Examine situations in which IRA trusts could, or should, be used. Frank Acuña, Attorney at Law Frank R. Acuña is a founding partner of ACUÑA ❖ REGLI. He is a California State Bar certified estate planning, trust, and probate law specialist. His practice includes estate planning; inheritance litigation; business succession planning; special needs trusts; and farm, ranch, and vineyard succession planning. Mr. Acuña has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Consultants, a number of state and local chapters of the National Association of Enrolled Agents, and the American Institute of Certified Public Accounts. Mr. Acuña also is a featured speaker for the Professional Fiduciary Association of California, the National Guardianship Association, and the California Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and real estate professionals throughout the State of California.
Contact: [email protected] or 949-715-4192 |