Tuesday, December 6
11:30 a.m. - 2:00 p.m.
Continuing education events for Hawai'i's professional advisors
2.0 hours of continuing education credit (CLE, CPE, CFP)
Complimentary registration and lunch
Registration by invitation
Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives
Professor of Law Christopher Hoyt will discuss planning for lifetime retirement plan withdrawals and transferring retirement assets after death, as well as planning strategies for retirement accounts in second marriages and charitable remainder trust solution. He will also discuss the charitable IRA rollover and tax planning now that the law is permanent.
Professor Hoyt will explore questions that arise regarding estates subject to the federal estate tax, including the interaction of estate taxes with income taxes on inherited accounts and what strategies can reduce those taxes. He will discuss the best ways to make charitable uses of retirement assets and the traps that can be easily overcome. Professor Hoyt will weave practical case studies and impactful solutions throughout the presentation.
Christopher R. Hoyt
Professor of Law, University of Missouri (Kansas City) School of Law
Professor of Law Christopher R. Hoyt teaches courses in the area of federal income taxation and business organizations. Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.
Professor Hoyt has served as the chair of the American Bar Association's Committee on Charitable Organizations (Section of Trusts and Estates) and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a "Best Lawyer". He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils. He is a frequent speaker at legal and educational programs and has been quoted in numerous publications, including The Wall Street Journal, Forbes, MONEY Magazine, The New York Times and The Washington Post.