Speaker, "Retirement Benefits: Tools for Estate Planning & Administration," MCLE

June 25, 2020 at 9:30am12:30pm

This program will provide an in-depth analysis of estate planning and estate and trust administration with retirement benefits, particularly in light of the passage of the SECURE Act.

Attendees will:

  • Learn about the options for a surviving spouse who receives retirement benefits; 
  • Hear beneficiary designation and “see-through” trust drafting tips, and the effect of the SECURE Act on planning with retirement benefits; 
  • Discuss the practical issues that arise when implementing beneficiary designations;
  • Get ideas to fix issues that surface after the owner/participant has died; and
  • Learn to recognize and avoid traps for the unwary when administering trusts that hold inherited retirement benefits.