Estate Planning for Owners of Retirement Plan Accounts (Including IRAs)

    By Christopher R Hoyt, Harvey B Wallace II and Steven B Gorin

    Estate Planning for Owners of Retirement Plan Accounts (Including IRAs)

    Estate Planning for Owners of Retirement Plan Accounts (Including IRAs)

    By Christopher R Hoyt, Harvey B Wallace II and Steven B Gorin

    During this presentation the panelists will present practical pointers on how to draft estate plans and beneficiary designations when bequeathing IRAs and similar retirement plan assets. They will discuss technical nuances to the extent that they are of practical help during drafting. They will combine basic and cutting-edge ...
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    During this presentation the panelists will present practical pointers on how to draft estate plans and beneficiary designations when bequeathing IRAs and similar retirement plan assets. They will discuss technical nuances to the extent that they are of practical help during drafting. They will combine basic and cutting-edge current developments and focus on strategy. The discussion will be appropriate and beneficial to both new and highly experienced lawyers. During the discussion they will cover:
    • Drafting of documents to govern distributions of assets from IRAs and qualified retirement plans
    • Traps in drafting material trusts or charitable bequests
    • Practical issues when assets are payable to trusts
    • Sample forms
    • Technical tax issues.
    Faculty:Steven B. Gorin, Thompson Coburn LLP, St. Louis, MOChristopher R. Hoyt, University of Missouri School of Law, Kansas City, MOHarvey B. Wallace, Berry Moorman PC, Detroit, MI

    Product Details

    Sponsors

    Section of Real Property, Trust and Estate Law

    Product Code

    5430507MP3

    Publication Date

    10/1/2009 12:00:00 AM

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