ICLE | Estate Planning for Retirement Assets

Notice—ICLE Closed October 28

Due to staff training, ICLE will be closed on Wednesday, October 28, 2026. If your need is urgent, please email us: icle@umich.edu. We will monitor that inbox during the training, but please keep in mind that our response time will be delayed. There could also be delays in posting new opinions and orders in Michigan Law Online through Thursday, 10/29. Thank you.
Seminars
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Estate Planning for Retirement Assets
On-Demand Seminar (Posted 12/26/19) | CLE: 3.25 | MCJE: 3.25
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan
Available in the Premium Partnership    
Probate & Estate Planning Certificate Program Required Seminar

Go In-Depth with Retirement Assets

Effectively handle retirement assets for your estate planning clients. This seminar explains the Required Minimum Distribution rules, how to make retirement benefits payable to trusts, and post-death administration. Please note: content subject to change based on potential developments.

You Will Be Able to:

  • Grasp all of the changes made by the SECURE Act as passed (or if still pending)
  • Master the Required Minimum Distribution (RMD) rules
  • Make retirement benefits payable to trusts
  • Improve your strategies for the surviving spouse
  • Use Roth IRAs, Roth 401Ks, traditional IRAs, and 401Ks to your client's advantage
  • Avoid common post-death retirement asset administration issues
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.
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