Not All Dollars are Equal: Tax-Smart Estate Planning for Basis, IRD & Beneficiary Strategy - 1 CLE - June 18

Not All Dollars Are Equal:

Tax-Smart Estate Planning for Basis, IRD & Beneficiary Strategy

1 CLE - Thursday, June 18

12:15 P.M. - 1:15 P.M.

Live Webcast

Overview:

Not all inheritances are created equal.

In this practical one-hour program, Lisa M. Adler of Adler Estate Law explores how income tax considerations—such as basis adjustments, IRD, and retirement account rules—can dramatically impact the value of an estate distribution.

Learn actionable strategies for aligning assets with the right beneficiaries, navigating SECURE Act requirements, and coordinating tax-smart decisions with overall estate planning goals.

Topics:

• Why equal division of inheritance can produce very different after-tax outcomes

• Step-up (and step-down) in basis planning opportunities

• Identifying and planning for IRD and retirement account tax traps

• SECURE Act beneficiary planning and the 10-year rule

• Matching the right assets to the right beneficiaries

• Coordinating tax strategy with overall estate planning goals

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Faculty:

Lisa M. Adler

Adler Estate Law LLC, Carmel

Lisa Adler is the founder of Adler Estate Law and has devoted her entire legal career of more than twenty years exclusively to trust and estate law. Her practice focuses on estate planning, estate and trust administration, probate disputes, and related matters.

Throughout her career, Lisa has guided clients through a wide range of estate and trust matters and brings the added perspective of extensive probate litigation experience. This background informs her practical approach to planning strategies, fiduciary administration, and the resolution of complex probate disputes.

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE