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Class Three: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption



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Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption 

The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but the ultra-wealthy. The billable time that was the centerpiece of many thriving estate planning practices is gone and won’t return for the foreseeable future. So, if the estate tax is in fact dead for all but a select few, what can those in the estate planning bar do to replace that lost revenue?

This exclusive five-part LISI webinar is designed to help estate planning attorneys think through some of the difficult issues as they try to navigate their practices through these turbulent times. The webinar faculty represents some of the industry’s brightest stars and smartest business minds. This webinar series is a must for any practitioner or firm that is concerned about the impact the tax bill will have on their practices, and includes the following:

·       Class Three: Bob Keebler Thursday May 11th 1pm-2:30pm ET - What the Lawyer Should Know About Lifetime and “Death-Time” Planning for IRAs

Retirement planning is often understood from an investment perspective. However, many do not fully understand the complex tax rules associated with these tax-preferenced accounts.  This session will cover the critical tax aspects of lifetime and post-mortem planning including: foundational concepts, the RMD regulations, rollover issues, Roth planning, and how life insurance can be helpful.



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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of """"first impression."""" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - """"Family Tax Planning Forum,"""" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


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