ICLE | Estate Planning for Retirement Assets
Seminars
  
Estate Planning for Retirement Assets
12/05/19 Plymouth | On-Demand Seminar | Level: Basic/Intermediate
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan
    
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
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