Inherited IRAs in Estate Planning (2025 Edition)

Julian F. LaCasse | The Law Office of Gadi Zohar

Julian F. LaCasse is an of counsel attorney whose practice focuses on estate, business and tax planning, administration of decedents’ estates including trust and probate administration, and various business matters such as creation, administration, governance and succession of entities in estate planning and otherwise. To maintain his expertise, Julian presents these and related topics for CLE seminars hosted by the National Business Institutes and elsewhere.

Before joining Gadi Zohar, Esq., Julian worked at a boutique trust and estates firm for several years, refining his practice by working on planning for and administration of taxable estates. While attending Santa Clara University School of Law, Julian pursued diverse interests through his work in Congress for Representative Sam Farr, a fellowship with former Secretary of Defense Leon Panetta, and publishing online on the topic of bail reform and policy, on his way to earning a Public Interest and Social Justice Law Certificate.

Julian is a passionate writer, having published and won awards for poetry and non-fiction while in college at Gonzaga University. As a lifelong and former college athlete, he enjoys maintaining an active lifestyle. When Julian is not working, you can usually find him surfing, cooking, or reading.

I. Secure Act, Secure 2.0, and Recent Guidance | 1:00pm – 1:20pm

II. Gifting Retirement Assets to Charities (including Charitable Rollovers) | 1:20pm – 1:40pm

III. Tax Tactics for Inherited IRAs | 1:40pm – 2:00pm

Break | 2:00pm – 2:10pm

IV. No More Stretch IRAs, Mostly | 2:10pm – 2:30pm

V. Significance and Categories of Beneficiary Designations | 2:30pm – 2:50pm

VI. Inherited IRAs: Administration| 2:50pm – 3:10pm