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