Trust and Estate Planning for Retirement Plans – IRAs, 401(k)s, and More (6.4.19) Out of Stock
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This program is presented by Web Credenza, an online CLE provider, in partnership with CBA-CLE.
This topic may have been previously offered in 2021 (or earlier).
- 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: Daniel L. Daniels, Wiggins and Dana LLC, Greenwich, CT
CBA-CLE will email webcast access information to registrants 24-48 hours before the program. Course materials are provided in PDF format to all audio webcast participants.
Home studies will be available approximately 2-3 weeks following the live program.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $89.00 USD
- Member Price $59.00 USD
- General Credits 1.00
- Ethics Credits 0.00
- EDI Credits