Designation of IRA and other retirement account beneficiaries can be a complicated decision for most clients, and Trusts which hold individual retirement accounts are even more complicated. When they converge — for instance, when someone names a trust as a beneficiary to an IRA — things can go very wrong, and that can be very expensive. Inherited IRA’s naming outright beneficiaries, classes of beneficiaries, or the estate of the decedent, often become a bone of contention in estate administration, and improper planning, or lack of knowledge can expose practitioners to serious consequences, and potential claims of malpractice.
Articles and Publications
- Jeffrey D. Katz, Esq. Interviewed By FOX 5 on FTC Ruling on Non-Competes
- Jeffrey D. Katz, Esq. Interviewed By FOX 5 on Insolvent Estates
- Maximizing Value in Owner-Occupied Real Estate: JDKatz, P.C.’s Strategic Approach
- Elevating Commercial Real Estate Services: JDKatz, P.C.’s Strategic Partnership with Bethesda Brokers LLC
- Comprehensive Commercial Real Estate Services: JDKatz, P.C. Introduces Strategic Partnership with Bethesda Brokers LLC
- Jeffrey D. Katz, Esq. Interviewed By WBAL-TV on Conservatorship Cases