Inherited IRA Rules for Spouses, Heirs and Trusts Inherited IRA Rules for Spouses, Heirs and Trusts
By Christopher M Moore
Moore, Bryan, Schroff & Inoue LLP
• Review of the unique traits of inherited IRA’s vs. traditional IRA’s
• Summarizing the rules regarding the tax treatment of inherited IRA’s
• Reviewing the use of the article as a practice manual
Please join us for a lively discussion on this month’s Case Study – 1 CE credit is available!
For SBEPC Members Only
Christopher Moore is certified as a specialist in both family law and estate planning, trust and probate law by the California State Bar Board of Legal Specialization and is principal of Moore, Bryan, Schroff & Inoue LLP in Torrance, California. Chris is a fellow of the American Academy of Matrimonial Lawyers and the American College of Trust and Estate Counsel. He has authored articles in State Bat publications and has been a frequent speaker at State Bar, CEB and CPA programs. He is contributing author to “Crossover Issues in Estate Planning & Family Law” (CEB, 2015). Chris received his AB degree from Stanford University and his JD degree from Harvard Law School. Chris was selected by his peers as Best Lawyers Lawyer of the Year for Family Law in Los Angeles for 2015 and 2018.
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