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Dividing Retirement Assets in Divorce & Trusts as IRA Beneficiaries: A Two-Part Series
3.00 CLE
Format:
Webinar
Date:
March 7, 2017 To April 18, 2017
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Credits:
3.00 General CLE Credit Hours
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Sponsor(s):

This is a package of two webinars.

Dividing Retirement Assets Upon Death or Divorce - March 7, 2017

Who gets the retirement funds when there is a death or divorce? The confluence of ERISA and estate planning considerations can be bewildering. The panel will explore:
  • Critical differences at death and divorce between ERISA plans and non-ERISA arrangements such as IRAs, and between qualified and non-qualified plans;
  • QDROs (Qualified Domestic Relations Orders), including recent cases involving post-mortem QDROs;
  • Optimizing required minimum distributions after death;
  • Beneficiary designations, including designation of trusts as beneficiaries of retirement funds;
  • Choice of contingent beneficiaries and the default beneficiary trap;
  • Disclaimers of interests in retirement plans;
  • Protecting retirement assets from creditors after death; and
  • Considerations for high net worth individuals and small business owners regarding planning with retirement assets.

 

Trusts as IRA Beneficiaries - April 18, 2017

  • List Price: $280.00
  • ABA Member Price: $240.00
 
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