August 19th, 2025
9:00 AM PT
Lathrop GPM attorneys Allie Itami and Sara Hire will walk through key legal and tax considerations that arise when retirement accounts grow beyond personal retirement needs. From alternative investments to estate tax exposure, they will share practical insights for clients, advisors and fiduciaries managing these complex assets.
Topics will include:
- What to consider when retirement accounts exceed personal retirement needs
- Legal limits on alternative investments in IRAs and 401(k)s
- Prohibited transactions and how to avoid costly mistakes
- Coordinating beneficiary designations with your estate plan
- Using retirement assets for charitable giving and legacy planning
- Estate and income tax implications of holding retirement accounts at death
- Why your full advisory team, including legal, tax and financial professionals, should be involved
Whether you are a financial advisor, trustee or high-net-worth individual, this 30-minute session will help you better understand how to preserve and grow wealth through retirement accounts while avoiding unintended tax consequences.
Questions? Contact events@lathropgpm.com.
