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Other than a personal residence, the largest single asset class consists of financial assets. These accounts may be 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 accounts and each comes with its own nuances – and traps, which 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
Jeremiah W. Doyle, IV, BNY Mellon Wealth Management, Boston