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South Carolina Forum - WealthCounsel

February 15th, 2013 8:30 am - 4:30 pm
Location: Planters Inn
112 North Market Street
Charleston, South Carolina 29401
843.722.2345
Fees: $50
IRA Trust and Asset Protection
Presented by TrustCounsel's Gregory Herman-Giddens, JD, LLM, TEP, CFP

COURSE SCHEDULE

8:30-9:00 Registration

9:00-10:15 IRA Trusts with Gregory Herman-Giddens
The uses of IRA Trusts and coverage of IRA Minimum Distribution Rules and other IRS rules for IRAs

10:15-10:30 Break

10:30-12:00 IRA Trusts with Gregory Herman-Giddens
Specific drafting issues – conduit vs. accumulation trusts, revocable vs. irrevocable, trust protectors, beneficiary designations

12:00-1:00 Lunch

1:00-2:30 Asset Protection with Gregory Herman-Giddens
An overview of the need for asset protection, making use of exemptions

2:30-2:45 Break

2:45-4:30 Asset Protection with Gregory Herman-Giddens
Specific asset protection tools: Corporations, LLCs, Domestic Asset Protection Trusts, Offshore Trusts. Asset Protection for heirs as a part of estate planning.

Register here: Click Here