Wednesday, May 8, 2024

Eliminating Delays When Requesting IRA & Other Death Claims

NCGPC is delighted to offer "Eliminating Delays When Requesting IRA & Other Death Claims," presented by Karen Smedley, Assistant Director Trust & Estate Administration, Duke University and Duke Health. In this virtual session, attendees will learn to identify the resources available to guide them through the obstacle course of IRA beneficiary payouts including the RIFT Database and the RIFT Advocates working group. Join the national effort for charities to create a united front to fight back against financial institutions holding charities hostage and have the tools to advocate for their own organizations on the both state level and national levels. We'll discuss the issues surrounding IRA Beneficiary payouts, why obstacles are erected by financial institutions, and how these obstacles impact your organization.

Karen Smedley

Speaker: Karen Smedley is Assistant Director of Trust and Estate Administration for Duke University and Duke Health. She has extensive expertise in managing all classes of death claims including estates, trusts, IRA beneficiary claims, and brokerage accounts. Smedley is the founder and facilitator of RIFT Advocates and is on the board of The RIFT Project. She earned her Master of Studies in Law from Wake Forest University School of Law with an emphasis on business law and compliance and a B.A. in Political Science from the University of Texas at Arlington.

 

This program meets CAP® (re)certification requirements.