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Beneficiary Designations in Retirement Accounts: Protecting a Lifetime of Savings

April 18, 2019 @ 12:00 pm - 1:00 pm

Handout Materials will be emailed to you prior to the seminar
1.0 MCLE Credit Hours

• How beneficiary designations vary depending on the type of custodial account involved
• Differences among retirement accounts, bank accounts, brokerage accounts, life insurance policies
• How designations differ depending on the type of beneficiary – individual, institutional, trust, etc.
• “Payable on Death” agreements for bank accounts
• Practical guidance on how designations are made & common drafting traps
• Extending benefits for maximum period possible