PRE-REGISTRATION FOR THIS MEETING IS NOW CLOSED.
WALK-IN REGISTRATIONS WILL BE ACCEPTED.
"Retirement Accounts: Planning for Inherited Accounts, Marital Rights, and Charitable Uses"
The 2022 PEPC Annual Meeting will only be offered as an in-person program.
A virtual option is not available.
This program will address the rules and planning strategies for liquidating inherited retirement accounts, including the outcomes when the beneficiary of a retirement account is a trust. Special consideration will be given to naming a tax-exempt CRT as a beneficiary. The program will also address the legal rights that a spouse has in the other spouse’s retirement assets. Mr. Hoyt will also explain the new proposed regulations on required minimum distributions.
Christopher Hoyt is a Professor of Law at the University of Missouri (Kansas City) School of Law where he teaches courses in the area of federal income taxation, charitable organizations and retirement plans.
Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.
Professor Hoyt is the Vice- Chair of the RPTE Charitable Group and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a "Best Lawyer". He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils.
3:00 – 3:30 p.m. – Registration
3:30 – 6:00 p.m. – Council Remarks & Program
6:00 – 8:00 p.m. – Cocktail Reception
Two Education Credits for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Thank You to Our Sponsors
Philadelphia Estate Planning Council
P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215
Fax: (856) 727-9504