Planning for Retirement Accounts that Outlive Their Owners Out of Stock
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November 2012
Segment 1 of Trust and Estate Annual Fall Update
Planning for Retirement Accounts That Outlive Their Owners
Accreditation Information:
To claim CLE credit for this segment you MUST use the following title on your homestudy affidavit Trust and Estate Annual Fall Update
Presentation:
Planning for Retirement Accounts That Outlive Their Owners
Most clients hope that their IRAs and qualified retirement plans will provide them with a comfortable retirement income and perhaps a legacy for their beloved family, friends or charities. What happens when a retirement account owner or plan sponsor dies? What planning choices are available? What are their tax consequences, estate planning ramifications and potential penalties? We will explore how to coordinate IRA and retirement plan beneficiary designations with the account owner's estate plan, what perils and pitfalls to avoid during the estate planning process and post-mortem planning opportunities.
Presented by Nancy R. Crow, Esq.