ICLE | Estate Planning for Retirement Assets

Seminars

Estate Planning for Retirement Assets

03/03/26 Livestream | On-Demand Seminar (Available 03/24/26) | CLE: 3.5 | MCJE: 3.5

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

Overview

Schedule

Contributors

Dates

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Go In-Depth with Retirement Assets

Get the knowledge you need to handle retirement assets with confidence. Experienced Michigan practitioners break down SECURE 2.0’s impact, guide you through beneficiary rollovers and trust funding strategies, clarify the latest RMD rules, and deliver expert solutions for planning around minors, surviving spouses, and clients with special needs or chronic illness.

You will be able to:

Apply SECURE 2.0 updates to your retirement asset planning
Navigate today’s Required Minimum Distribution (RMD) rules with confidence
Structure retirement benefits payable to trusts—addressing minors and complex requirements
Draft effective beneficiary designations for blended families and charitable giving
Solve postdeath administration issues with proven tips for tricky distributions and disclaimers

Available Formats

LIVESTREAM
Watch online on a specific date/time via Zoom or other video conferencing platform. May also be recorded and available afterward on demand.

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.