Trust and Estate Planning for Retirement Plans – IRAs, 401(k)s, and more - Audio Webcast
December 2019
Thursday, December 19, 2019
Trust and Estate Planning for Retirement Plans – IRAs, 401(k)s, and more
Topics to be covered:
- Allocation of estate and gift taxes
- QTIPing IRAs and trusts as IRA beneficiaries
- Trust distributions as income v. principal
- Understanding traps of beneficiary designations
- Creditor claims against retirement assets
- How annuity distributions are treated for income tax purposes – ordinary income, capital gain, return of investment
Faculty: Dan Daniels, Wiggin and Dana LLP, Greenwich, CT and Michael Clear, Wiggin and Dana LLP, Greenwich, CT
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Registration Fees
| Non Member | $89.00 |
| CBA Member | $59.00 |
| CBA Trust and Estate Section Member | $49.00 |
| CLEACCESSPASS | $0.00 |
- General Credits: 1.00
- Ethics Credits:
- EDI Credits:
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