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.
Have a question? Ask Dennis.
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