Estate Planning Considerations for Qualified Plans and IRAs
Text below is from the program that ran in 2007 and is for information only. If you're interested in an onsite presentation for your group, please submit a Call me request or e-mail webtechsem@relius.net.
A Complete Line-by-line Review
Increasingly, retirement plan assets constitute a significant percentage of estate assets. This Estate Planning Considerations program is a “must attend” for all professionals engaged in estate, income tax, and trust planning. This is an exceptional opportunity to learn and understand the many rules associated with the preservation, transfer, and protection of retirement plan assets. Come learn from one of the finest instructors in the field.
Topics include:
- Required Minimum Distributions After Death
- Roth Advantages
- Trusts As Beneficiaries
- Creditor Protection
- New Nonspouse Rollovers
- Marital Planning Issues
Who should attend:
Recommended for attorneys, CPAs, trust officers, brokers, financial advisors, third party administrators, insurance agents, and other practitioners who must assist clients in estate and income tax planning for retirement benefits and who must answer questions related to qualified plan and IRA required minimum distributions.