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The largest single asset class for most clients is financial accounts, other than personal residential real estate. These accounts may be retirement plans like 401(k)s or IRAs, annuity or insurance contracts, or a variety of brokerage or bank accounts. The crucial planning aspect of these types of accounts or contracts is that they can be transferred through beneficiary designations. Though a seemingly simple expedient, beneficiary designations vary among types of account and each comes with its own nuances – and traps, which is sprung can lead to severely adverse tax and practical outcomes. This program will provide you with a real-world guide to understanding, reviewing, and drafting beneficiary designations in trust and estate planning.
Handout Materials will be emailed to you prior to the seminar
1.0 MCLE Credit Hour
Blanche Lark Christerson, Deutsche Bank Wealth Management – New York City