Event Details

Pre and Postmortem Planning for Retirement Benefits

This program will provide an overview of the taxation of retirement benefits (primarily IRAs and 401(k) plans) following the adoption of the SECURE Act and the issuance of the Proposed Treasury Regulations. The speakers will focus on the minimum distribution rules after death, the consequences of leaving the benefits in trust, and will discuss solutions to common problems that arise following death where the benefits were inadvertently left to an estate or for which proper pre death planning was not made.  

 

*All registrations are assumed to be remote unless otherwise stated. To reserve your seat for the in-person option, please contact Ann Horn at Ann@SonomaCountyBar.org or (707) 542-1190 ext. 100 to transfer your remote registration to in-person.  
 
For the comfort of our guests, a limited number of in-person seats are available. If you wish to attend in-person, we suggest notifying our office at your earliest convenience to reserve your seat. Walk-ins will be admitted as space allows. In-person registrations expire at the start of the presentation. We do ask that you arrive promptly; otherwise your reserved seat may be given to a walk-in attendee. In-person reservations are non-refundable unless cancelled prior to 3 pm one business day prior to the presentation.
 

Speakers

Richard Burger photo 12-2022

Richard Burger
Attorney at Law

Richard Burger holds a J.D. from Berkeley Law, University of California, Berkeley, and a B.A. (Music) from Sonoma State University.  He is certified as a specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization and is a Fellow of the American College of Trust and Estate Counsel (ACTEC).  Richard served on the Executive Committee of the Trusts and Estates Section of the State Bar of California from 2002 to 2008.  He served as the Editor and the Executive Editor of the California Trust and Estates Quarterly in 2003-2005.

Kim Marois photo 12-2022

Kim Marois
Clement, Fitzpatrick & Kenworthy

Ms. Marois practices exclusively in the area of trusts, wills and estates, including estate planning, trust administration and probate, with an emphasis in taxation issues pertaining to trusts, family gifts, estates and planned charitable giving. Ms. Marois assists individuals and families in designing their estates, as well as representing trustees, executors and conservators in fulfilling their fiduciary duties. She also provides consulting services to other attorneys, accountants and charitable organizations in complex estate, gift and fiduciary taxation matters. Ms. Marois received a BS in Accounting from University of Berkeley and a JD from Hastings College of the Law. She was admitted to practice in California, both as an attorney and as a Certified Public Accountant, in 1976. She is an author on various topics for the Continuing Education of the Bar and other professional organizations and frequently lectures at educational seminars for legal and accounting professionals. Ms. Marois is a fellow of the American College of Tax Counsel and a member of many legal and accounting organizations.

Lawyer Referral Service

SCBA can help you find the right lawyer to assist you with your legal issues.
Contact Win Rogers by email or call her at (707) 546-5297 for a referral.