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May 2020 MCLE Luncheon via Zoom — Edward P. Schlesier: “IRA Planning After the SECURE ACT”

Please join us for our May MCLE lunchtime—via Zoom
Thursday, May 14th at 12:00 noon

As this is the bar association’s initial effort at providing an online program, we ask that you attempt to join the site at 11:45 am, so any technical snags are cleared prior to the 12:00 start.

 

Edward P. Schlesier,  Board Certified Specialist: Estates, Trusts & Probate, and partner with Blanchard, Krasner & French, A Professional Corporation, will present:
“IRA Planning After the SECURE ACT“

The SECURE ACT (the Setting Every Community Up for Retirement Enhancement Act of 2019), triggered significant changes to laws governing Individual Retirement Accounts (IRAs) and other retirement plans (e.g., 401(k) plans), which changes impact many aspects of retirement, tax, estate planning. 

Ed will discuss these changes, including topics such as: retirement account contribution age limits;   Qualified Charitable Distributions – including QCDs limitations and constraints;  changes to age limits for taking required minimum distributions from an IRA, and how this can differ from required distributions from ERISA plans. 

Among other topics, Ed will also address the SECURE ACT’s accelerated time period for after death distributions from retirement accounts inherited by designated beneficiaries, and how that period can differ depending upon the type of beneficiary.  ln general, Ed will discuss several considerations and situations of how this Act’s provisions have altered retirement, tax, and estate planning.

This is certain to be an informative program, and will provide 1.0 hour of MCLE credit to participants.

 

BKF Law is inviting you to a scheduled Zoom meeting.

(note: The Zoom meeting will be hosted by our speaker’s firm BKF)

Topic: La Jolla Bar Association: IRA Planning after the SECURE Act
Time: May 14, 2020 11:45 AM Pacific Time (US and Canada)

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Meeting ID: 970 0777 4458    |     Password: 311177

 

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Information about our speaker, Edward P. Schlesier:

Edward P. Schlesier, Esq. is a director and shareholder of Blanchard, Krasner & French, where he is responsible for the firm’s trust and estate practice. Mr. Schlesier is a Board-Certified Specialist in Estate Planning, Trust, and Probate law; and other areas of his practice include business and real estate matters.

Representative Services: 

  • Complex estate and trust planning including revocable living trusts, irrevocable life insurance trusts, qualified personal residence trusts, intentionally defective grantor trusts, grantor retained annuity trusts, charitable trusts, asset protection trusts, total return trusts, generation-skipping trusts, dynasty trusts, incomplete gift non-grantor trusts, private foundations, family limited partnerships, wills, health care and legal incapacity planning, and integrating retirement benefits into estate plans;
  • Business, corporate, limited liability company and partnership matters including formation, maintenance, mergers & acquisitions, dissolution, owner agreements, and reorganizations;
  • Complex real estate transactions including purchase, sale, and financing transactions, commercial leases, tax-deferred exchanges, and property tax assessment disputes.

Education, Licenses & Memberships:
Mr. Schlesier is a Juris Doctor from the University of San Diego, School of Law. Prior to becoming a Juris Doctor, he graduated, with honors, from the University of San Diego with a Bachelors of Business Administration, with emphasis in Finance. He is a Certified Specialist by the California Board of Legal Specialization in Trust, Estate, and Probate law. In addition to membership in the American Bar Association and San Diego County Bar Association, he is a member and past-President of the La Jolla Bar Association. He holds a Certificate in Government Contract Management from San Diego State University, passed the Certified Public Accountants exam, and is a licensed California Real Estate Broker. Mr. Schlesier has been recognized as a TEP (Full Member) with the Society of Trust and Estate Practitioners, is a Director on the Scripps Health Foundation Advisory Board, Member of the University of San Diego School of Law Board of Visitors, Member of the University of San Diego Real Estate Alumni Association, Member of IR Global, and Member of ProVisors.

Other Professional Background information:
Prior to his legal career, Mr. Schlesier served eight years with an international engineering firm, as a Senior Project Manager and Accounting Manager. He was also in the real estate and aerospace manufacturing industries with Fortune 100 companies.

Publications and speaking Engagements: 

  • Speaker and Author: “Trust Taxation” section of “Wills and Trusts 101,” National Business Institute;
  • Speaker: “Business Transactions – Trust and Estate Considerations,” U.S. Bank – Wealth Management Conference;
  • Speaker: “Nevada Advantage, Using Nevada Trusts” Whittier Trust;
  • Speaker and Author: “Advance Estate Planning Challenges for Second Marriages,” Strafford;
  • Speaker: “Planning for Access to Digital Property,” UBS Conference;
  • Speaker: “Ask the Experts: Disability Planning,” Monarch Cottage;
  • Speaker and Author: “A-B Disclaimer Trusts,” National Law Foundation;
  • Speaker: “Optimizing Basis Step-up and Leveraging A-B and QTIP Trusts,” Strafford;
  • Speaker: “Tax Planning for Business Owners,” Vistage Conference;
  • Speaker: “Estate Planning,” USMC-JAG Professional Military Education Seminar;
  • Speaker: “Tax Planning for Business Owners,” Merrill Lynch Conference;
  • Speaker: “Capacity: Effects on Estate Planning,” Lifeline Seminar;
  • Speaker: “Wealth Maximization Through Tax and Estate Planning” La Jolla Probate;
  • Speaker: “The 2013 Fiscal Cliff: How Will It Affect Real Estate Owners and Realtors®” La Jolla Real Estate Roundtable; “Tis the Season for Giving: Making Your Gifts Wisely,” La Jolla Light;

Representative Transactions: 

  • Complex estate plan for estate valued in excess of $150 million;
  • Complex estate plan for corporate executive;
  • Trust administration after death of settlor with assets in excess of $25 million;
  • Trust dispute concerning assets in excess of $10 million;
  • Probate of complex estate valued in excess of $3 million;
  • Guardianship of complex estate for the benefit of a minor;
  • Tax analysis and consultation for sale of real property valued in excess of $120 million;
  • Charitable Remainder Trust for founder’s shares pre-exit;
  • Property Tax Assessment dispute;
  • Internal Revenue Service partnership tax return audit resulting in no change;
  • Internal Revenue Service estate tax return audit resulting in no change;
  • Tax planning for inherited Individual Retirement Account;
  • Grantor Retained Annuity Trust for stock in privately held corporation;
  • Court approved modification to an irrevocable trust;
  • Representation of corporate trustee during litigation between beneficiaries of a trust;
  • Formation of tax-exempt private foundation;
  • Analysis and planning concerning a Land Trust;
  • Asset purchase of property management company;
  • Stock sale of construction company;
  • Stock purchase of insurance agency;
  • Stock sale of publishing company;
  • Shareholder Agreement for a San Diego construction company;
  • Formation of limited liability company for syndicated real estate investment group;
  • Advised foreign client concerning purchase of U.S. real property;
  • Lease-Option for luxury residential real property;
  • Licensing matters for various companies;
  • Premarital Agreement for professional athlete; and
  • General counsel – finance, publishing, insurance, real estate, energy, construction, manufacturing, and technology industries.