Joint Meeting with Tax Practitioners, “Estate and Distribution Planning for Retirement Benefits”
The afternoon session (3 hours of CPE) will cost $75 for members and nonmembers alike.
The first two hours are a combination of two other Natalie Choate (one-hour) seminars, namely, “Understanding the Minimum Distribution Rules” and “Case Studies in Estate Planning for Retirement Benefits.” This provides a sound introduction to the issues involved in estate planning for retirement benefits.
The second two hours provide more information on special topics selected by the sponsor. THE SPONSOR MUST CHOOSE TWO OF THE FOLLOWING ONE-HOUR SEMINAR TOPICS:
“Charitable Giving with Retirement Benefits”
“Death and Taxes: The Inherited Retirement Plan”
“The 194 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
“Planning for Retirement Benefits: Recent Developments and Current Trends”
“Making Retirement Benefits Payable to Trusts”
“Retirement Benefits: Lifetime Distribution Strategies”
“Roth-Ready for 2010 and Beyond”
PURPOSE OF SEMINAR: The purpose of this seminar is to give attendees a solid grounding in estate planning for retirement benefits in the first half, by explaining the “minimum distribution rules” of § 401(a)(9) of the Internal Revenue Code and illustrating, through case studies, how to integrate retirement benefit assets into the estate plan in several typical client situations; and then, in the second half, to introduce them to more advanced and specialized topics in this complex field.
