"The Basics of Estate Planning with Retirement Benefits," Boston Bar Association

May 2012
Suma V. Nair

This session provides an overview of estate planning with retirement benefits, including a discussion of the most effective ways to make retirement benefits payable to trusts, traps for the unwary, and the practical issues that arise when it comes time to implement beneficiary designations. Time permitting, the session will also include a discussion of Roth IRA conversions, and what to consider when advising whether to pursue them.

Wednesday, May 2, 201212:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA