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Retirement Benefits: Tools for Estate Planning & Administration

Take a deep dive into spousal distribution options, drafting tips, issues surrounding beneficiary designations, and tips for estate and trust administration involving retirement benefits

  • Product Number: 2200231P01
  • CLE Credits, earn up to:
    3 substantive credits, 0 ethics credits CLE Credit Note
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    Product Description

    Attend this advanced program to hear in-depth analysis of estate planning and estate and trust administration with retirement benefits, particularly in light of the passage of the SECURE Act. 

    Learn about the options for a surviving spouse who receives retirement benefits. Hear beneficiary designation and “see-through” trust drafting tips, and the effect of the SECURE Act on planning with retirement benefits. Discuss the practical issues that arise when implementing beneficiary designations. Get ideas to fix issues that surface after the owner/participant has died—and learn to recognize and avoid traps for the unwary when administering trusts that hold inherited retirement benefits. 

    The presentation assumes the audience already has a basic understanding of the longstanding “stretch-out” rules governing retirement benefits after the death of the owner/participant, and how to leave retirement benefits to a trust in order to obtain the beneficial “see-through” status for the trust and a “designated beneficiary.” Hear the faculty delve into the practicalities of drafting and implementing retirement benefits planning, including the impact of the SECURE Act, which became effective on January 11, 2020. The landscape of estate planning for retirement benefits has changed—make sure your practice is current and strategic. Join the discussion and bring your questions!  

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    Faculty

    Sarah M. Allen, Esq., Rice, Heard & Bigelow, Inc., Boston
    Kelly J. Guarino, Esq., Fiduciary Trust Company, Boston
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