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