ICLE | Experts in Estate Planning: Estate and Distribution Planning for Retirement Benefits

Seminars

Experts in Estate Planning: Estate and Distribution Planning for Retirement Benefits

| CLE: 3 | MCJE: 3

Cosponsored by the Probate & Estate Planning Section of the State Bar of Michigan

Expert Advice on Retirement Assets

Nationally recognized speaker Natalie B. Choate returns to Michigan and covers everything you need to know about retirement asset planning. Learn the required minimum distribution (RMD) rules, the key to maximizing the value of your clients’ retirement benefits, and how to integrate retirement benefits into the typical estate plan.

Using case studies, she answers your questions, explaining what you can and can’t do—and the gray areas in between. Plus, find out when and how to use a corrective distribution with an IRA mistake.

You will be able to:

Apply RMD rules to retirement benefits payable to trusts
Identify the trust income tax rules that are key to planning with retirement benefits
Tackle inherited plans from title and transfer to cleanup strategies
Fix IRA mistakes, including bungled rollovers, penalties, and disqualification

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Available Formats

ON DEMAND
Attend online at your convenience. Includes individual access to electronic materials for three years. These may include written materials, a PDF of the presentation, and any video or audio recordings.