Estate Planning with Retirement Accounts

Date: Tuesday, November 10, 2026
Time: 11:30am - 1:00pm
Location: Stadium Club at Manning's Restaurant- 228 Poydras St., New Orleans, LA 70130
Speaker: Caroline Lafourcade and Robbie Mashburn, Jr.

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Estate Planning with Retirement Accounts

What happens to retirement benefits when a client dies—and will the result match the estate plan? This presentation takes a practical look at pension payment elections, beneficiary designations, inherited traditional and Roth IRAs, required minimum distributions, and trusts as beneficiaries. It will highlight how recent legislation, IRS guidance, and court decisions affect planning advice, including new opportunities to correct certain IRA errors, and identify steps advisers can take to coordinate retirement benefits with clients’ family and charitable objectives.

 

Caroline Lafourcade is a Board-Certified Tax Law Specialist—as certified by the Louisiana Board of Legal Specialization—and leader in the Louisiana tax law bar.  With nearly 30 years of experience, Caroline advises individuals and businesses on federal taxation and Louisiana state and local tax matters. She works with clients in various industries, including construction, energy, real estate development, and chemical, industrial, and manufacturing sectors.

Caroline’s extensive experience includes navigating federal tax disputes at every stage, from examinations to administrative appeals and litigation with the Internal Revenue Service. She represents clients in state and local tax audits, administrative appeals, and litigation before the Louisiana Board of Tax Appeals and state courts. Her experience covers a wide range of tax types, including income tax, sales and use tax, severance tax, and ad valorem property tax.

 

Robert "Robbie" Mashburn, Jr. is a business lawyer experienced in all aspects of employee benefits and executive compensation, including plan design, administration, operation, legal and regulatory compliance and implementation of:

  • Defined contribution and defined benefit retirement plans

  • Welfare benefit plans

  • Nonqualified deferred compensation plans

  • Equity based compensation plans, such as stock-based and partnership unit-based compensation option plans, restricted stock or restricted stock unit plans, stock appreciation rights plans and phantom stock plans

Robbie negotiates and prepares executive employment and severance agreements, collaborating with other attorneys on employee benefits and compensation aspects of mergers, acquisitions, dispositions and spin-offs, and resolving operational and compliance issues with the Internal Revenue Service and the Department of Labor. He also has significant experience in the application of ERISA to pension and welfare arrangements, and has handled all types of ERISA claim, examination and litigation matters, including IRS audits, DOL investigations, claims for benefits or breach of fiduciary duty by plan sponsors, administrators and trustees, employer securities issues and ERISA plan issues.

 

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