CLE on Estate Planning with Retirement Plans and IRAs: How to Do It Right

September 3, 2018

The American Law Institute is holding a webcast / telephone seminar entitled, Estate Planning with Retirement Plans and IRAs: How to Do It Right, on Thursday, November 15, 2018. Provided below is a description of the event:

Why You Should Attend

Qualified retirement plans, IRAs, and Roth IRAs often represent a significant portion of many estates. The employee benefit and income tax rules that apply to retirement plans, however, impose additional planning considerations that may seem counter-intuitive to estate planners. Join us for this practical webcast and learn how to integrate retirement plans into your client’s estate plan while minimizing the potential for pitfalls and traps—for both you and the intended beneficiary. Also learn to recognize the unique issues that may arise during the estate administration of the retirement plan owner.

What You Will Learn

This up-to-date audio webcast, taught by two nationally known experts in wealth transfer planning, will give you the latest information and guidance on:

Minimum distributions during the plan owner’s life, and after death

Estate planning techniques to balance minimum distributions with other considerations

How to draft trusts that qualify for optimal post-death minimum distributions

Spousal rights in retirement plans under federal and state law, and how to address them in the estate plan

Whom to designate as death beneficiary, and why

Death administration of retirement plans

Disclaiming and other post-mortem strategies

Roth IRA conversions, and when they make sense

Qualified charitable distributions from IRAs, and when they make sense

Rollover and transfer rules for spouse and non-spouse beneficiaries

Who Should Attend

This program will benefit a wide array of estate planning and tax attorneys, financial advisors, and CPAs.

Posted in:

Conferences & CLE, Disability Planning - Property Management and Estate Planning - Generally