Estate Planning CLE

The ABA Section of Real Property, Trust and Estate Law is sponsoring a teleconference and live audio webcast CLE entitled Estate Planning for Owners of Retirement Plan Accounts (Including IRA’s) on October 6, 2009.  A description of the program is below:

During this presentation the panelists will present practical pointers on how to draft estate plans and beneficiary designations when bequeathing IRAs and similar retirement plan assets. They will discuss technical nuances to the extent that they are of practical help during drafting. They will combine basic and cutting-edge current developments and focus on strategy. The discussion will be appropriate and beneficial to both new and highly experienced lawyers. During the discussion they will cover:

• Drafting of documents to govern distributions of assets from IRAs and qualified retirement plans
• Traps in drafting marital trusts or charitable bequests
• Practical issues when assets are payable to trusts
• Sample forms
• Technical tax issues.