IRA and Retirement Planning Strategies
for Clients in Second Marriages
(and Blended Family Situations)


Estate planning for IRAs for clients in a second marriage or with blended families is a topic filled with hidden landmines just waiting to trip up the unsuspecting advisor.

For example, are you aware of the dangers inherent in using Conduit Trusts?  What about the potential devastating impact of making an IRA payable to a QTIP trust?  These seemingly common planning strategies must be done carefully and correctly or you risk completely devastating outcomes for your clients.

Whether you’re an attorney, CPA, or financial advisor, you will want to listen to nationally renowned CPA and tax planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished),  in this practical presentation entitled “Estate Planning for IRAs in a Second Marriage”.

In this 102-minute presentation, Bob breaks down all the technical rules so you don’t make one single fatal mistake. He will be covering the following:

  • Managing family issues and establishing planning goals and objectives
  • Understanding the impact of state property and community property law issues
  • What to do about forced share rights
  • How prenuptial and postnuptial agreements impact planning strategies
  • The role of ERISA and the Retirement Equity Act (“REA”)
  • What estate tax issues should you aware of and how to properly plan for them
  • Federal and State taxation concerns
  • A look at the Post-Mortem IRA Rules
  • Qualified Plans, Traditional IRAs and Roth IRAs
  • The role of the Special EBD rules
  • The impact of SECURE 2.0 – Act Section 327
  • Understanding the danger of conduit trusts
  • Analysis of state law and UPIA
  • What is deemed as income for state trust law
  • Fiduciary income tax issues
  • How trust distributions are taxed
  • How trapped income is taxed
  • Create planning strategies for a second spouse
  • Roth conversions during marriage
  • Out-of-state trust planning
  • Can you utilize QTIP Trusts to reduce estate tax?
  • Planning opportunities utilizing portability
  • And much more!

Your purchase includes an instantly downloadable video and audio recording and PDF handout materials.  A PDF transcript is available as an add-on for an additional fee.

  • Program Title: Estate Planning for IRAs in a Second Marriage
  • Speaker:
  • Duration: 102 minutes


Includes: MP4 Video (and Audio) Recording of Presentation plus PDF handout materials.

NOTE: PDF Transcript available as an add-on for an additional fee during checkout.



Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue…


The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.