MCLE Annual Estate Planning Conference, Retirement Benefits Planning

January 2011
Suma V. Nair
Suma provides an update on recent developments in estate planning with retirement benefits, an overview of the most effective ways to make retirement benefits payable to trusts, a discussion of traps for the unwary, and a review of the practical issues that arise when it comes time to implement beneficiary designations. She also includes a discussion of Roth IRA conversions, and what to consider when advising whether to pursue them.