Case Studies in Estate Planning for Retirement Benefits - NAPFA Credit Only

Case Studies in Estate Planning for Retirement Benefits - NAPFA Credit Only

F-Estate Planning

Natalie Choate

Member: $39.00
Non-Member: $59.00Your price

Published: 10/22/2020

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 downloading this recording.

Recorded at the NAPFA Fall 2020 National Conference.

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