SAVE THE DATE - EP Professionals Breakfast - "Retirement Accounts: Planning for Inherited Accounts, Marital Rights, and Charitable Uses" with Christopher Hoyt

  • Thursday, February 16, 2023
  • 7:30 AM - 10:00 AM
  • @the Grounds - Garden Room, 700 Event Center Dr., Roseville, 95678

Registration


SAVE THE DATE - REGISTRATION OPENING JANUARY 2023

Placer Community Foundation in conjunction with the PCBA presents:

Breakfast @the Grounds, with an enlightening presentation by Prof. Christopher Hoyt

February 16, 2023

7:30 a.m. - 10:00 a.m.

This session offers you:

  • The rules and planning implications for liquidating inherited retirement account
  • Outcomes and planning strategies when the beneficiary of a retirement account is a trust - special considerations for a tax exempt Charitable Remainder Trust
  • What are the legal rights that a spouse has in the other spouse's retirement assets? - Rules are different for 401(k) plans and IRAs

About Christopher

Christopher R. Hoyt, J.D. 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 and business organizations.  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 has served as the Chair of the American Bar Association’s Committee on Charitable Organizations (Section of Trusts and Estates) and is on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow, has been designated by his peers as a “Best Lawyer”, and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils.  He is a frequent speaker at legal and educational programs and has been quoted in numerous publications, including The Wall Street JournalForbesMONEY MagazineThe New York Times and The Washington Post.

Who should attend

Estate Planning Professionals including attorneys, CPAs and financial advisors

Location

Garden Room @TheGrounds, 700 Event Center Dr., Roseville, CA 95678

Questions

Michelle Hamil at 530.885.4920 or email at: info@placercf.org

*This presentation qualifies for one hour MCLE credit; one hour MCLE specialty credit (Estate Planning); Certified Financial Planner Board of Standards CE credit and California Board of Accountancy CE credit.  If you are not an attorney, please be sure to provide your license number and type of license during registration

There is no charge to attend this presentation as it is generously sponsored by:



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