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Wills, Trusts, & Estates Prof Blog
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Retirement Plan CLE

By Gerry W. Beyer

Aba_cleThe American Bar Association Section of Real Property, Probate and Trust Law and the ABA Center for Continuing Legal Education is sponsoring a teleconference and live audio webcast on December 4, 2007 entitled How to Avoid the Top 10 Retirement Distribution Disasters.

Here is a description of the program:

As baby boomers rapidly approach retirement age, their ability to retire comfortably may depend on decisions they make in the next few years. The rules on distributions from individual retirement accounts (IRAs) and employer sponsored retirement plans are complex and it’s easy for clients to be confused about their options. In addition to trying to determine if they have sufficient income, clients also must navigate the income and estate tax rules for retirement plans. The faculty will cover the top 10 retirement issues and help you to get the most for your client.

After attending this presentation, participants will know:

    • Legal and tax issues surrounding beneficiary forms
    • How to work with a trust as a beneficiary
    • What kind of creditor protection may be available for IRAs and inherited IRAs
    • What net unrealized appreciation is and why it’s important
    • Traps surrounding post-mortem transfers

    Posted in:
    Conferences & CLE and Non-Probate Assets