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Sinclair Prosser Gasior

Estate Planning Attorneys - Annapolis, Maryland

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Home / Asset Protection / Register Now for FREE Continuing Education seminar for MD Life/Health Insurance, Certified Financial Planners and Certified Public Accountants

Register Now for FREE Continuing Education seminar for MD Life/Health Insurance, Certified Financial Planners and Certified Public Accountants

November 9, 2012 by Sinclair Prosser Gasior

   If you advise clients with IRA/QRP accounts, you should take the Magical Mystery Tour of IRA Distribution Planning. The course agenda includes:

  •     How to stretch-out any IRA
  •     The key to the IRA Estate Plan – Custom Beneficiary Designation
  •     Pension Protection Act of 2006 and IRA Distribution Planning
  •     Fixing IRA/QRP owner mistakes that could cost a fortune
  •     Overcoming Custodian obstacles to inheritance of IRA/QRP’s
  •     New developments under IRA Distribution Rules
  •     Life insurance for income tax and multi-generation Stretch IRA’s
  •     The PLR 200101021 Trust – Holy Grail for IRA’s?
  •     Leveraging inheritance of IRA/QRP’s and protecting against creditors using trust
  •    Case studies

REGISTRATION IS REQUIRED! EACH PARTICIPANT MUST REGISTER SEPARATELY.  For class details and to register click here Here

The course is approved for 2 hours of Health/Life insurance, CPA or CFP continuing education credits for Maryland. There is no prerequisite or advance preparation. Attendees receive written reference materials.

 

About your Speaker

Paula M. Mattson-Sarli is an attorney in the law firm, Sinclair Prosser Gasior and a member of the American Academy of Estate Planning Attorneys.  In 2012 she became an accredited attorney before the Department of Veteran Affairs.  Ms. Mattson-Sarli heads up the Elder Law Section of the law firm addressing the many facets of estate planning that occur with the life changing cycles of her clients

 

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Sinclair Prosser Gasior
Sinclair Prosser Gasior
Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family’s future.
Sinclair Prosser Gasior
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Filed Under: Asset Protection, Estate Planning, Inheritance Planning Tagged With: Continuing Educations for Maryland Financial Professionals, Inherited IRAs, Qualified Retirment Plans

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5 Stars
Client Review
September 3, 2020
    

We initiated estate planning following a presentation by Sinclair Prosser Attorney Jon Gasior. We were so impressed, we contracted with them to complete our estate planning. Subsequently, we assembled information on our assets and Sinclair Prosser Gasior did the rest. Correspondence was communicated to our financial institutions and the estate was established. We were very pleased with the courteous manner of the Sinclair Prosser Gasior staff. However, it was their professionalism that made us satisfied we chose this firm to handle our estate. We have nothing but praise for Sinclair Prosser Gasior .

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ANNAPOLIS

900 Bestgate Road
Suite 103, Annapolis, Maryland 21401
Phone: (410) 573-4818
Fax: (410) 573-2802

BOWIE

4201 Mitchellville Road
Suite 403, Bowie, MD 20716
Phone: (301) 970-8080
Fax: (410) 573-2802

MILLERSVILLE

1520 Jabez Run Rd
Suite 300, Millersville, Maryland 21108
Phone: (410) 573-4818
Fax: (410) 573-2802

WALDORF

Hamilton Centre II
3261 Old Washington Road, Suite 2020 Waldorf, MD 20602
Phone: 800-366-4615

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