Name
Estate Planning for Retirement Assets
Date & Time
Tuesday, July 31, 2018, 2:30 PM - 3:30 PM
Speakers
Description
For most estate planning clients, a large portion of their estates is comprised of retirement assets. Such assets pose unique concerns for clients, as improper care could result in the loss of the tax deferral benefits for beneficiaries. This session explores estate planning with retirement assets and discusses straight-forward—as well as more creative—strategies to optimize the tax deferral benefits of such assets.
Sessions
Thomas J. Ray, Jr., JD, Lewis Dymond, Jr., JD
Session Type
Breakout Session
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit