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Trust and Estate Planning for Retirement Plans – IRAs, 401(k)s, and More

December 19, 2019 @ 12:00 pm - 1:00 pm

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


• 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