ICLE | Estate Planning for Retirement Assets
Seminars
  
Estate Planning for Retirement Assets
12/08/22 Livestream | On-Demand Seminar (Available 12/29/22) | CLE: 3.5 | Level: Basic/Intermediate
Cosponsored by the Probate & 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 reviews the SECURE Act, retirement benefits payable to trusts, postdeath administration, and more. Please note: content subject to change based on potential developments.

You will be able to:

  • Grasp all of the changes made by SECURE Act
  • Master the Required Minimum Distribution (RMD) rules
  • Review special needs planning for the disabled and chronically ill
  • Get tips for designing and drafting the beneficiary designation
  • Make retirement benefits payable to trusts
  • Improve your strategies for the surviving spouse and minor children
  • Avoid common postdeath retirement asset administration issues
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.
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