Audio and Video | On-Demand CLE
Estate Planning Essentials: A Beginner's Guide to Drafting Documents and Client Considerations
This clearly written guide, now completely revised and updated, provides comprehensive, practical advice for the non-ERISA specialist on how to structure benefits from qualified retirement plans and IRAs to achieve maximum benefits for your client.
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This ABA bestseller has helped thousands of estate planners understand the complex rules and regulations governing qualified retirement plan distributions and IRAs. Now newly updated, An Estate Planner's Guide to Qualified Retirement Benefits provides expert and current guidance for structuring benefits from qualified retirement plans and IRAs, consistently relating key distribution issues to current estate planning practice. Topics covered include:
Includes appendices on tax consequences and hypothetical retirement plan scenarios, sample forms, and revenue rulings, private letter rulings, IRS news releases and notices.
ABA Book Publishing
9781639050888
184
5431127
7x10
5/2/2023 12:00:00 AM
Audio and Video | On-Demand CLE
Estate Planning Essentials: A Beginner's Guide to Drafting Documents and Client Considerations
Audio and Video | On-Demand CLE
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