Qualified Retirement Plan Teleconference

The National Constitution Center is sponsoring a live audio conference on November 28, 2007 entitled Estate Planning Essentials: Qualified Plans, IRAs, & Pensions.

Here is a description of the program:

• Qualified Retirement Plans in Estate Planning: the Nuts and Bolts
  • Unique features of retirement plans: what you need to know now
  • Specific retirement plan provisions which can cause you trouble
  • How to take advantage of common retirement plan stipulations
• Estate Planning with IRAs: Beneficiary and Distribution Options
  • Advantages of having trusts as beneficiaries – and how to do it
  • What you need to think about when planning for the future
  • Distributions during the participant’s lifetime – and post mortem
• Most Common Tax Pitfalls and How to Avoid Them
  • IRS regulations that will influence your estate planning options
  • How to navigate the shaky terrain of commingled assets
  • Tips ease heavy tax burdens for beneficiary distributions
• LIVE Question and Answer Session

The speaker is Jonathan H. Ellis, Esq. Mr. Ellis, a shareholder in the Jenkintown law firm of Plotnick & Ellis, P.C. where his practice focuses primarily on estate planning, estate administration, elder law, and the representation of closely held businesses.