ICLE | Estate Planning for Retirement Assets
Estate Planning for Retirement Assets
On-Demand Seminar (Posted 12/20/22) | 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
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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