• 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

About

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

Faculty

NameFirm/Company
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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