Join us for this monthly series of convenient and affordable continuing education opportunities! These webinars, presented by the Cannon Financial Institute, are live and interactive, giving you the opportunity to ask presenters your questions.
Tax-favored retirement assets are among the most important assets of many of our clients. Our clients often look to us to advise them regarding how best to transmit these assets to their intended recipients with minimum taxation. We owe it to our clients to possess and maintain a high degree of expertise concerning efficient and effective disposition of retirement funds. Among the topics of which we should have a working knowledge are the following:
- Analyzing Roth conversions
- Modification of trusts to alter provisions affecting retirement assets
- Proper handling of IRC § 403(b) plans
- ERISA issues for estate planners
Continuing Education Credits:
2 hours CTFA™ CE, 1.5 hours general CE for CFP®, and 1.5 hours of CPE for CPAs, CPE CE is approved for Specialized Knowledge & Application,1.5 hours of CLE credits
Contributors
Charles A. Redd
Charles A. ("Clary") Redd is a partner in the St. Louis office of Stinson Leonard Street LLP. Clary concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. He is an elected member of The American Law Institute, a Fellow of The American College of Trust and Estate Counsel and an Adjunct Professor of Law at Northwestern University School of Law. He also serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, Trusts & Estates magazine. He is listed in The Best Lawyers in America and is nationally ranked by Chambers USA in its “Wealth Management” category.
Thomas O Hiscott
Tom Hiscott's practice focuses primarily on estate planning and trust and estate administration—with a particular emphasis on the tax aspects of these areas.
Tom is a frequent speaker on tax issues related to trusts and estates for corporate fiduciaries and state and local bar organizations. He is often sought out for his expertise in the integration of retirement accounts into estate plans and the tax-efficient administration of estates and trusts that own large retirement accounts. Tom has also successfully represented fiduciaries in disputes regarding inheritance and estate taxes.
Tom is a Fellow of the American College of Trust and Estate Counsel. In addition, Tom was named a Philadelphia Magazine Rising Star in trust and estate law from 2005 through 2008, again in 2010, and in 2011 - 2016 was named a Superlawyer by the same publication. He is listed in Best Lawyers in America and Philadelphia's Best Lawyers and has received an AV® Preeminent™ rating for legal ability and ethical standards from LexisNexis Martindale-Hubbel Peer Review Rating.