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Event Details
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 presented by Robert S. Keebler, CPA, MST, DAEP, will be held Wednesday, December 9, 2009 at 10:00 a.m. Registration and brunch begin at 9:45 a.m.
Once a client has decided it is desirable to convert to a Roth IRA, there are a number of other issues that must be reviewed. In particular, a Roth IRA conversion raises income tax issues, asset protection issues, beneficiary designation issues, estate tax apportionment issues, and in some instances may require drafting of trusts (when appropriate) to take advantage of certain income tax/asset protection attributes. These issues are discussed:
- Recharacterizations
- Charitable Lead Trusts & Charitable Remainder Trusts
- Beneficiary Designations
- "Bypass Trust" Funding
- Estate Tax Apportionment
- Bankruptcy/Creditor Protection Issues
- IRA Trusts
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
