Riverside estate planning and tax attorney Dennis M. Sandoval addressed The American Academy of Estate Planning Attorneys at their 20th Anniversary Spring Conference in Philadelphia. On Saturday, Dennis talked about the technical issues of trust administration and trust funding. On Sunday, Dennis delivered a speach on the planning problems of naming a trust as a beneficiary of a retirement asset, such as an IRA or 401k, in order to maximize “stretch-out” and income tax deferral of inherited IRAS.
Call 951-888-1460 or visit our website to schedule a free one hour consultation at our Riverside law firm regarding estate planning, trust administration, trust funding, retirement planning, probate and tax planning needs.
Dennis Sandoval is the only attorney in California who has certifications in the three areas of estate planning, elder law and taxation. In 2014, the National Academy of Elder Law Attorneys (NAELA) designated Dennis as a Fellow, an award given to less than 100 elder law attorneys across the United States. He received his Certified Estate Planning, Trust and Probate Law Specialist designation from the California Bar Board of Legal Specialization in 1998 and his Certified Taxation Law Specialist designation in 2000 from the same organization. He is a Certified Elder Law Attorney (CELA), a designation he proudly received in 2004 after meeting all the requirements established by the National Elder Law Foundation (NELF) and the American Bar Association. Dennis has also holds the designation as an Accredited Estate Planner® (AEP) from the National Association of Estate Planners and Councils.
Latest posts by Dennis Sandoval (see all)
- Can My Non-Citizen Spouse Inherit from My Estate? - September 5, 2019
- Planning for Step-Children - September 4, 2019
- What Happens to Your Retirement Account When You Die? - May 24, 2019
