Estate Planning & Probate

Estate Planning Advanced: Retirement Assets

Description:

In this session, the speakers will discuss basic concepts regarding estate planning for retirement assets. The speakers will also discuss whether it's a good idea to make retirement assets payable to a trust. The goal of this seminar is to address non-tax estate planning concerns. Finally, the speakers will address RMDs, IRS tables, Conduit Trust, and Accumulation Trust.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member? Join now to start saving.

The TBA still has presenters who know what they're talking about!

Well done

Stretch-out good, conduit trusts, basically very specific stuff that I'll come back and re-watch if I ever hit those outlier situations.

Outstanding pair of teachers. Much to consider re IRA's and trusts.

Speakers/Producers

This course is no longer available for purchase.

Course InformationHighlights
  • Flexible to your schedule
  • Viewable on desktop or mobile devices
  • Discount for Estate Planning and Probate Section Members
Course Credits Dual Credits: 0.00
General Credits: 1.00
Total Credits: 1

This program will be filed for Tennessee CLE credit. Please email a request to cle@tnbar.org for Georgia and Mississippi CLE credit.