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Kal Goren, JD

Principal

Miller Canfield Paddock and Stone P.L.C., Troy


 

Kal is a Senior Principal in the Federal Tax and Employee Benefits Practice Group of Miller, Canfield Paddock and Stone, PLC. Kal has been characterized as an expert in employee benefits, specifically the design, implementation and overseeing of the administration of tax qualified retirement plans, tied in with lifetime and post-death planning with a sensitivity for the administrative concerns of plan benefit providers.

He has a diverse practice, representing governments and their agencies, labor unions as an employer and Indian tribal governments, as well as privately owned businesses.

His primary focus has been the design, implementation, compliance and administrative issues for employers ranging from sole proprietors to those with more than 15,000 employees.

Because employer retirement benefits represent such a major portion of most client's plans for retirement, his practice includes estate planning for retirement plan distributions, as well as overall estate planning. His primary focus in lifetime planning includes health-care concerns and coordination and effective use of advance directives.

This has expanded his practice to raise his sensitivity to protecting retirement assets from claims of creditors. With that in mind, he’s been involved in “breaking” a spendthrift trust for the benefit of a trust beneficiary where the beneficiary filed in bankruptcy after inheriting a 7 figure 3rd party trust with an “inherited IRA” as its only asset.

Image of The Road to Retirement
Product Type
Live Webcast
Live Webcast

The Road to Retirement


Total Credits: 8 including 7 Specialized Knowledge - Technical, 1 Taxes - Technical

Average Rating:
Not yet rated
Faculty:
Charles L. Nemes, CFP |  Christopher C. Nemes, CPA, CPFA, AAMS |  Kal Goren, JD |  Larry J. Glanz, CPA |  Mason Gorris |  Robert A. Bryant, JD, MBA |  Theodore J. Sarenski, CPA.PFS, CFP™ |  Vincenza Mueller
Duration:
8 Hours
Price:
$215.00 - Webcast

Tue, Nov 12, 2019 - 07:30a to 04:00p CST


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