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Icicles on the Heart

Feb 23, 2016
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John A. Hargtog
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Icicles on the Heart:
 The Effect of Advising a Client/Trustee with Uncertain Capabilities and Toward a Fiduciary Standard of Capacity

June 17, 2015
6:30 P.M.

American Matrimonial Lawyers

San Francisco, CA
Speaker: John A. Hartog

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Jerry A. Kasner Estate Planning Symposium

Many IRA owners withdraw funds from their IRA accounts for short-term purposes. The owner then uses subsequent income to restore funds to the IRA. If the restored contribution is made within sixty days of the withdrawal, the withdrawal may be tax-free.

Icicles on the Heart:
 The Effect of Advising a Client/Trustee with Uncertain Capabilities and Tow[..]