Protecting Inherited Retirement Assets (in a Tax-Advantaged Way)

Date: Wednesday, December 5, 2018
Time: 11:45am - 1:00pm
Location: UVU Culinary Arts Building - Orem
Speaker: Marianne Ludlow, JD

Event Topic

Retirement accounts increasingly compose a larger portion of clients’ overall assets.  As a result, planners should understand the options for passing those assets to beneficiaries. It is often thought that clients must sacrifice the tax-advantaged treatment of leaving retirement assets to individuals if they would like to protect or control those retirement assets when they pass away.  
During our December event, Marianne Ludlow will discuss techniques for protecting and controling inherited retirement assets while still giving beneficiaries the tax advantages of “stretching” required minimum distributions over their estimated life expectancy.  These techniques are especially relevant for clients with special needs beneficiaries, young beneficiaries, spendthrift beneficiaries, beneficiaries with creditors or lawsuits (or potent creditors or lawsuits) and beneficiaries in high-risk professions.  They can also be relevant for clients who want to direct when their beneficiaries receive assets and/or influence how those assets can be used.    

Speaker Information

Marianne Ludlow founded Sundance Law Group to help people develop a legal plan that reflects their values and priorities, and that provides security for them, their loved ones and their businesses.  She enjoys working with families and business owners to help them achieve their goals and provide them with peace of mind.   She focuses on estate, tax and business planning in Utah County.

Marianne attended Brigham Young University and graduated cum laude (top 10%) double majoring in Economics and Political Science.  She then attended George Mason University Law School, just outside of Washington D.C., where she graduated in 1997 with High Honors (top 10%).   After law school and a judicial internship, Marianne practiced business law, estate planning and tax law in a Washington D.C. law firm that focused on the unique needs of small and medium sized business owners.  After taking a break to raise her children, Marianne founded Sundance Law Group. She loves education (she is on the board of Ignite Entrepreneurship Academy charter school in Lehi), traveling with her family, and singing in the car.  

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