Also Included

WHAT WE’LL COVER

This is an intensive course designed for professionals who are experienced in general estate planning and wish to add to their expertise with in-depth knowledge of how to integrate retirement benefits into clients’ estate plans. 

Material covered includes:

• Understanding the Minimum Distribution Rules
• Case Studies in Estate Planning for Retirement Benefits
• Charitable Giving with Retirement Benefits
• Death and Taxes: The Inherited Retirement Plan
• Making Retirement Benefits Payable to Trusts
• Mistakes and How to Fix Them

Please join us on Monday, April 4, from 1:00 PM to 2:30 PM, Eastern Time, for The Life Cycle of a Retirement Account, presented by WealthCounsel's Estate Planning Faculty, Alvi Aggarwal. This optional precursor is designed to provide attendees with a foundational understanding of the key terms, distribution rules, and common issues in estate planning for retirement accounts in preparation for Natalie Choate's more advanced presentation. During the precursor, we will explore the life cycle of a retirement account, beginning with its creation and ending with distributions after the participant's death, with a focus on distributions after death and their implications.

Also, don't miss the Practical Applications Lab presented by WealthCounsel's Vice President of Software Solutions and Editor In Chief, Jennifer Davenport, on Monday, April 11, from 1:00 PM to 2:30 PM, Eastern Time. Learn about the optional retirement provisions that can be included in a revocable living trust, as well as how to draft a stand-alone retirement trust. Drafting provisions that will be covered include conduit provisions, accumulation trust provisions, and the impact the SECURE Act had on the available options.

CLE:
Up to 7.0 General Credits
States Pre-Approved: AR, CA, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: CO, ID, FL, GA, IL, KS, ME, MN, NC, NV, OR, TN, VA, WA, WI
 

Please note: The supplemental Practical Applications Lab program the following Monday (4/11) is not CLE eligible.

CFP:
Pending: up to 7.0 credits (National CFP Board)

CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: Up to 8.0
Field of Study: Taxation
Prerequisites: JD, CPA, or CFP
Advance Preparation: None
Review Date: 3/31/22

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.

In order to be awarded the full credit hours, you must be present during the entire program. For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.