Norfolk & Plymouth Estate and Business Planning Council


Life After Death (Maybe) – Dealing With IRAs After The Participant’s Death When Things Are Not As They Seemed

Tuesday, December 5, 2017

8:00 AM - 10:30 AM  - Lantana, 43 Scanlon Drive, Randolph, MA 02368

REGISTER HERE

This event is sponsored by:



About this presentation...

This presentation will focus on administering IRAs after the participant’s death, including:

  • A review of the rules (including the significance of who is named as a beneficiary and income tax issues);
  • Difficulties caused on the planning side (such as faulty – or no – beneficiary designations; boilerplate language with unintended consequences; and an estate plan that doesn’t fit the composition of the participant’s estate);
  • Problems with administration (nothing happens with the IRA for many years after the participant’s death; MRDs are incorrectly determined); and
  • Strategies to deal with issues that come up after the participant’s death (including non-judicial settlement agreements, distributing the IRA intact, disclaimers, removing “undesirable” beneficiaries).

Meet Our Speakers...

Sara Goldman Curley - Partner, Nutter, McClennen & Fish LLC 

John A. McBrine - Partner, Nutter, McClennen & Fish LLC 

Sara Goldman Curley is a partner of the firm of Nutter McClennen & Fish LLP. She concentrates on estate planning, estate and gift taxation, probate and trust administration, and guardianship. She is a member of the Massachusetts and Florida bars. Ms. Curley is involved in a number of organizations, including New England Law Boston, of which she is a member of the Board of Trustees, the Boston Bar Association, and the Boston Estate Planning Council.

Ms. Curley is a graduate of New England Law Boston and Oberlin College, and received an LL.M. in taxation from Boston University School of Law. Prior to joining Nutter, Ms. Curley served as a law clerk for the Honorable Roderick L. Ireland of the Massachusetts Supreme Judicial Court.



Honors & Awards

Massachusetts Super Lawyers Rising Stars, 2008-2009 & 2011-2012 

Speaking Engagements

Jeff Roberts and Sara Goldman Curley Present at ALI CLE’s ‘Representing Estate and Trust Beneficiaries and Fiduciaries 2017’

07.13.2017

 Sara Goldman Curley Presents on Estate Planning Documents at the BBA

12.07.2016

Publications

Obama Signs PATH, Making IRA Charitable Rollovers Permanent

12.18.2015 | Advisory 

Blog Posts

Three Actions to Take If You Are a Victim Of Identity Theft

Generation to Generation, 09.14.2016


John A. McBrine is a partner at Nutter McClennen & Fish LLP and a member of the firm’s Nonprofit and Social Impact practice group. His practice includes estate planning and estate and gift taxation. He serves as a trustee and counsels fiduciaries concerning all aspects of estate and trust administration. He also advises privatefoundations and public charities with respect to formation, operation, grantmaking and tax compliance matters.

Mr. McBrine is a member of the Massachusetts and Rhode Island bars. He is a Director of the Community Legal Services and Counseling Center in Cambridge and the Community Day Center in Waltham. He also is active in the Boston Bar Association, the Boston Estate Planning Council, and the Planned Giving Network of New England. Prior to joining Nutter, he served as a law clerk for the Honorable Ronald R. Lagueux of the U.S. District Court for the District of Rhode Island.




 

Norfolk & Plymouth Business and Estate Planning Council

2637 E Bellerive Drive, Chandler, AZ 85249

844-37-NPEPC

Hello@NPEPC.org

The Norfolk & Plymouth Estate and Business Planning Council is a 501(c)6 non-profit organization

Our Privacy Policy


Powered by Wild Apricot Membership Software