The final "First Wednesdays" session for the program year will provide an overview of estate planning with retirement benefits, including a discussion of the most effective ways to make retirement benefits payable to trusts, traps for the unwary, and the practical issues that arise when it comes time to implement beneficiary designations. The session will also include a discussion of Roth IRA conversions, and what to consider when advising whether to pursue them.
Speakers:
Suma V. Nair
Goulston & Storrs - A Professional Corporation
(Please note that this program is not available for CLE credit.)
If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.
West LegalEdcenter will not provide accreditation for states not listed.
This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.