NOTICE: In order to help us continue to offer high quality free meals to our members, we need an accurate RSVP count. If you are unable to attend, please let us know at least 24 hours in advance. The section pays for lunch if you attend, but if you don’t and fail to timely cancel, you will be invoiced for a $10 meal fee.
Topic: Til Death Do Us Part – Planning with Retirement Accounts for Married Participants
Description: Educating attorneys on various types of individual retirement accounts (IRA’s), including those that are subject to ERISA but excepted from the REA (Retirement Equity Act of 1984), discussing the benefits for use in estate planning, implications in family law cases, and issues with problematic beneficiary designations.
Cost: Free to members, $10 for nonmembers
Credit: 0.75 hours
Ethics: 0 hours
RSVP by February 26th to be counted for lunch.
Parking: $3 in the garage, see Marissa at Austin Bar for the ticket
Please welcome our speaker Jason Roy Flaherty, JD, CPA
- Estate Planning
- Private Business
- Private Jets and Aircraft Services
Jason concentrates his practice in tax and estate planning and in advising private business owners. He builds estate plans for individuals, keeping in mind their family values, financial goals and needs, and desire to save income, estate and generation skipping transfer tax. Jason also assists individuals and professional trust companies with probate, trust and estate administration, family settlement agreements, and all matters related to trusts and estates.
Jason advises private business owners on how to plan for the eventual sale or transfer of their businesses to family members, co-owners, employees, or third parties, while strategically saving income and transfer taxes. Jason frequently structures and implements advanced planning techniques, such as buy-sell agreements, grantor retained annuity trusts, and installment sales to grantor trusts.
Jason also has substantial experience representing clients in the acquisition and ownership of private jets to ensure compliance with the legal requirements of aircraft ownership, including with sales, use, property, and income tax law. Jason practiced accounting for over 6 years and is a licensed Certified Public Accountant.