• On-Demand Video

Estate Planning for Retirement Benefits After Secure: Planning for One Beneficiary (2022 Estate Law Institute Session)

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On-Demand Video

---------- CLE 1.5 sub/0 eth PRICE Regular: $99.00
New Attorney: $50.00
Subscribers Pay: $0.00


Join Natalie Choate as she reviews the necessary steps to estate planning for one beneficiary.

Topics will include No more happily ever after; From the stretch IRA to the 10-year rule; Your clients and their EDBs, PODBs, and Non-DBs; Planning for a “plain old designated beneficiary”; How to draft an accumulation trust; Planning for the surviving spouse and How to draft a conduit trust.

Recorded at the Estate Law Institute in November 2022.

Practice Areas


Natalie B. Choate Esq. Ataxplan Publications
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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