Back to CLE Catalog

Share this program:

Self-Paced Online

2024 Inherited IRA SNTs: Solutions, Options & Cost Savings

Real Property, Probate, and Trust Law Section Meeting

Share this program:

Already Registered?

JUMP TO:

Price

$0 for KCBA Real Property, Probate, and Trust Law Section Member
$35 for KCBA Member
$50 for Non-Member

60 minutes

Date Published

October 18, 2024

Publisher

King County Bar Association

Subjects

Real Property Probate & Trust Law

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call (206) 267-7100 (M-F, 9am-5pm PT) or e-mail customer service.

JUMP TO:

Summary

Presentation: “Inherited IRA SNTs: Solutions, Options & Cost Savings” by Darryl Lynch, Investments with Oppenheimer & Co.

This presentation will examine ways to preserve capital in funding, investing, and utilizing IRA SNTs:

The tax benefits of funding SNTs with inherited IRAs under IRS private ruling
The process of (d)4(a) transfers and the financial impact they may have on the beneficiary
How to decide to invest or leave client assets in cash
Examine fees, costs, and investment allocations for inherited IRA SNTs
Receive concrete examples and templates for use in their own practices
7 Things to avoid as a trustee

2032725

Expand summary

Presenters

Darryl Lynch

Investments with Oppenheimer & Co.

Darryl Lynch, Investments with Oppenheimer & Co – Darryl specializes in working with guardians, conservators and... Read More

Program Titles and Supporting Materials

This program contains the following components:

Media Files

2024 SNTs MP4

Downloadable Files

2024 SNTs PDF

Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

Refund Policy
SeminarWeb and King County Bar Association programs are non-refundable.

Privacy Statement
We respect and are committed to protecting your privacy. Read Statement.

YOU MAY ALSO BE INTERESTED IN...

2024 Funding Revocable and Irrevocable Trusts

Self-Paced Online

2024 Recent Developments in Washington Real Estate Law

Self-Paced Online

2024 WA Probate and Trust Legislative and Case Law Updates

Self-Paced Online

2024 Corporate Transparency Act: What Estate Planners Need to Know

Self-Paced Online

2023 Fiduciary Income & Estate Tax Issues

Self-Paced Online

2023 Probate Administration

Self-Paced Online

2023 Providing Value to Your Aging Clients

Self-Paced Online

2023 Equity Relationships (formerly, CIR - Tales from a Family Lawyer)

Self-Paced Online

2023 What To Do When a Tenant Dies

Self-Paced Online

2023 Succession Planning and Selling Closely Held Businesses

Self-Paced Online

© 2026 King County Bar Association. All rights reserved. All the content of this web site is copyrighted and may be reproduced in any form including digital and print for any non-commercial purpose so long as this notice remains visible and attached hereto. The King County Bar Association presents the information on this web site as a service to our members and other Internet users. While the information on this site is about legal issues, it is not legal advice. Moreover, unless expressly stated, views and opinions expressed herein have not been approved by the Board of Trustees of the King County Bar Association and do not necessarily represent the policy of the King County Bar Association. In addition, due to the rapidly changing nature of the law and our reliance on the information provided by outside sources, we make no warranty or guarantee concerning the accuracy or reliability of the content at this site or at other sites to which we link. Links are provided as a service but the King County Bar Association does not intend links to be referrals or endorsements of the linked entities.