Retirement Panel Discussion
Join us for an engaging session exploring the intersection of estate planning and retirement accounts, with a special focus on IRAs. As one of the most widely held assets among affluent, high-net-worth, and ultra-high-net-worth households, IRAs play a critical role in legacy and wealth transfer strategies. Our presentation will highlight recent legislative changes—including the SECURE Act—and their impact on how beneficiaries inherit IRAs, as well as the complex rules governing distributions and required minimum distributions (RMDs). Through real-world scenarios and practical guidance, we will demystify the evolving regulatory landscape, clarify the nuances of beneficiary designations, and address the challenges posed by new distribution requirements. Whether you advise clients or manage your own estate plan, this session will equip you with actionable insights to navigate the intricacies of IRA inheritance and optimize outcomes for your clients and their families.
Tom Lenkiewicz, CFP®, CPWA®: Tom Lenkiewicz is an Executive Director and member of J.P. Morgan Private Advisory, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals. Tom is part of the Wealth Strategy team, focused on helping clients prioritize their personal, lifestyle, and legacy goals, while guiding them through transitional events such as career changes and generational wealth transfer.
George Peek: George Peek is a Shareholder in the Trusts & Estates Section. George assists clients in a broad range of estate planning and administration services, including estate and trust administration, preparation of estate planning documents and representations in guardianships/conservatorships; and he is also a frequent presenter in these areas. In addition, he has litigated several complex estate planning issues including inheritance disputes.
Sam Azinger: Attorney T. Samuel Azinger is a partner at O'Leary-Guth. His practice also includes Real Estate, Estate and Trust Administration, Retirement Benefits Planning, Charitable Giving, and Elder Law and Special Needs matters, including Title XIX Planning, Special Needs Trusts, and Long-Term Care planning. Sam joined the firm as an attorney in 2017.
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Salad:
Iceberg, Mesclun, and Romaine Lettuces accented with Grape Tomatoes, Cucumbers, Shredded Carrots then dressed in Champagne Balsamic Vinaigrette and topped with Garlic Basil Croutons
Entrée:
Basil & Garlic Marinated Chicken Breast, Green Onion Risotto, Provencal Vegetable,
Classic Vodka Sauce, Shaved Parmesan
or
Vegetarian Option
(Please request Vegetarian Option or note any dietary restrictions in RSVP)
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