Case Studies in Estate Planning for Retirement Benefits - NAPFA and CFP® Credit

Natalie Choate

It is common for an estate planning client to have a significant portion of his or her assets in IRAs, 401(k) plans, or other retirement plans. Because these assets have very different characteristics from investment assets held outside the retirement plan, they pose unique estate planning problems. The professional advisor’s failure to recognize and properly deal with the unique characteristics of retirement benefits can cause financial losses to a client and his or her beneficiaries. This seminar explains the problems of integrating retirement benefit assets into the estate plan in several typical client situations in the post-SECURE environment, particularly how to benefit the surviving spouse, minor children, adult children, and disabled beneficiaries, and looks at the advantages and disadvantages of various possible solutions.

Learning Objectives:
• The problems of integrating retirement benefit assets into the estate plan in several typical client situations in the post-SECURE environment
• How to benefit the surviving spouse, minor children, adult children, and disabled beneficiaries
• The advantages and disadvantages of various possible solutions

1 NAPFA CE in F - Estate Planning will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

Recorded at the NAPFA Fall 2020 National Conference.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.