Jun 25, 2013
Designating Trusts as Beneficiary of Retirement Assets after ATRA 2012 and ACA 2010
Gary Mazart, Esq. and Joshua Beisker, Esq. will be speaking to the Morris County Financial Planners Study Group on Tuesday, June 25, 2013, about “Designating Trusts as Beneficiary of Retirement Assets after ATRA 2012 and ACA 2010”. They will focus on Achieving Clients’ Planning Goals; Avoiding Tax Traps; Post-Mortem Clean-up, and New Issues under ATRA 2012 and ACA 2010. Mr. Mazart and Mr. Beisker will also provide an overview of the most often used trust vehicles through which retirement assets are administered, including credit shelter and marital deduction trusts, discretionary support trusts, special needs trusts, revocable trusts and individual retirement trusts, and will discuss relevant estate, trust and gift provisions contained in the 2014 Treasury “Greenbook” and President Obama’s Budget Proposals.