Audio and Video | On-Demand CLE
What US Lawyers Should Know About Artificial Intelligence (On-Demand CLE)
Handling an Inherited IRA AUDIO DOWNLOAD
Handling an Inherited IRA AUDIO DOWNLOAD
For many clients, IRAs and other retirement accounts are a significant asset. Maximizing these benefits after death means knowing what steps to take, and when to take them.
This program will cover how to maximize the value of inherited IRAs, including:
• Critical Deadlines;
• What makes stretch distributions so valuable;
• How to orchestrate the transfer to an Inherited IRA;
• What trustees need to know; and
• Surviving spouses.
SPEAKERS
Michael J. Jones
Thompson Jones LLP - Monterey, CA
Michelle L. Ward
Keebler & Associates, LLP, Green Bay, WI
Speakers and topics are subject to change.
© 2015 American Bar Association. All rights reserved.
$90
NON-MEMBERS
$70
MEMBERS
$50
SECTION MEMBERS
*Additional discounts may apply at checkout
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Product Details
Sponsors
Section of Real Property, Trust and Estate Law
Product Code
5430855AUD
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