ICLE | Estate Planning for Retirement Assets
Estate Planning for Retirement Assets
| Level: Intermediate
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan
Probate & Estate Planning Certificate Program Required Seminar

Learn to effectively handle retirement assets for your estate planning clients. This seminar uses a case study approach to explain the Required Minimum Distribution rules, how to make retirement benefits payable to trusts, and post-death administration. Your clients and their families will benefit for years to come.

Learn to:

  • 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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