Riverside estate planning and tax law attorney, Dennis M. Sandoval, addressed The American Academy of Estate Planning Attorneys at their 20th Annual Spring Conference in Philadelphia this weekend. On Saturday, Dennis spoke on issues relating to trust funding and trust administration. On Sunday, he spoke on naming a trust as beneficiary of retirement assets, such as IRAs and 401Ks, in order to maximize “stretch-out” and long-term deferral on income taxation of inherited IRAs.
Call 951-888-1460 or visit our website to schedule a free one consultation at our Riverside law office to discuss your estate planning, trust administration, probate and tax planning needs.
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