Administering an Estate with Retirement Assets

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TypeTitleStartEndCLEPrice
On-Demand Video
Online
---------- CLE 1 sub/0 eth PRICE Regular: $79.00
New Attorney: $40.00
Subscribers Pay: $0.00

About

This one-hour program presents the practical issues that an attorney faces in representing the executor of a decedent who owned retirement assets such as a 401(k), IRA, or Roth IRA. Among the topics that will be discussed are identifying the beneficiary, federal income tax and Pennsylvania inheritance tax issues that may arise, practical tax and non-tax advice to the beneficiary, and the special issues that arise when the estate is named the beneficiary.

Faculty

No speakers have been associated with this event.
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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