CLE on Retirement Plans

National Business Institute is sponsoring a 90-minute national teleconference on August 18, 2010 entitled Handling Post Death Issues with IRAs, Qualified Plans, and Non-Qualified Plans. The program description is below:

Retirement plans often constitute the largest portion of a decedent’s estate, and they also just happen to be particularly difficult to deal with. How confident are you in your ability to effectively handle the post death hurdles associated with your client’s retirement plan assets? This course will give you the skills you need – register today!

• Overcome common roadblocks to disposing of the decedent’s retirement plans during probate. 
• Learn to properly structure the transfer of remaining retirement funds to the surviving spouse.
• Ensure smooth transition of wealth when using trusts as beneficiaries.
• Identify common mistakes in transfers to non-spouse beneficiaries, and get tips for preventing blunders.