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DTSTART:20241114T000000Z
DTEND:20241114T020000Z
LOCATION:Arizona Inn, 2200 E Elm St, Tucson, AZ 85719
UID:2593420241114T000000ZNavigating the SECURE Act’s Impact on Inherited IRAs, Trusts & Estates. Plus: Tax Optimization and Fiduciary Safeguards for Special Needs Trusts
DTSTAMP:20260421T102221Z
DESCRIPTION:\n[Handouts now available](#end)\n \n \n \nRegistration and cocktails \n \n\n\n5:00pm – 5:15pm\n\n\n \nDinner\n\n\n \n5:15pm – 6:00pm\n\n\n \nProgram\n\n\n \n6:00pm – 7:00pm\n \n \n \nRESERVATIONS\n \nby Friday, November 8th\n\n\n \nYou will be sent a return email confirmation.\n\n\n \n \n \n \n \nAbout the Program\n \nThis presentation will discuss ways to preserve capital in funding and investing in inherited IRA Special Needs Trusts (SNTs). It will examine tax benefits under the IRS private letter ruling (PLR) 2006 200 25 as well as the (d)4(a) transfers and the financial impact on the beneficiary. Additionally you will learn and gain valuable practical tools to make objective decisions on whether or not to invest client funds or keep in cash, along with 7 things to avoid as a trustee.\n \nAbout the Speaker\n \nDarryl Lynch works with Conservators, Guardians and Trustees and recommends best practices for attorneys and fiduciaries across the country. Shortly after earning his MBA from Duke University in Durham, NC he began his over 35-year career with Oppenheimer & Co. Inc. in the financial services industry. Originally growing up in the St. Louis area, he now resides in Kirkland, WA. Darryl is a member of the National Guardianship Association (NGA), the Washington Association of Professional Guardians (WAPG), Special Needs Alliance (SNA), Academy of Special Needs Planners (ASNP), ElderCouncil, and serves on the Center for Guardianship Certification Review Board. He has taught classes and given many presentations for Continuing Education for various associations of Professional Guardians, Attorneys, Judges and Fiduciaries. He also specializes in working with Inherited IRA Special Needs Trusts, High Net Worth investors and charitable organizations. His work demonstrates his commitment to helping invest and protect assets by providing independent financial insights.\n \n \n \nThank you to our Happy Hour Sponsor\n \n[](https://beachfleischman.com/)\n \n \n \nThank you to our Speaker Sponsor\n \nr[](https://elder-law.com/)\n \n[].\n
SUMMARY:Navigating the SECURE Act’s Impact on Inherited IRAs, Trusts & Estates. Plus: Tax Optimization and Fiduciary Safeguards for Special Needs Trusts - Southern Arizona Estate Planning Council 
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