gradient circle (purple) gradient circle (green)

Planning w/ Your Clients Retirement & Life Insurance 2018

Planning w/ Your Clients Retirement & Life Insurance 2018

Total Credits: 6.5 Professional Practice

Annuity benefits and employer and individual retirement plan benefits constitute a large portion of the wealth of many individuals.  Retirement benefits also constitute a large portion of inherited wealth.  With knowledge of these issues, attorneys and advisors may best assist clients in managing their assets, particularly retirement, annuity, and life insurance benefits. 

This program will present the issues that may arise with respect to the treatment of retirement, annuity and life insurance benefits for purposes of taxes, transfers on death, domestic relations, Medicaid eligibility, and creditor’s rights.  Attendees will learn about how unmarried couples may, and may not obtain treatment similar to that of married couples.

Whether your practice is devoted primarily to estates, elder law, domestic relations, or financial planning or includes only the occasional drafting and reviewing of trusts, estates, and domestic relations documents, or beneficiary designation forms, this program will give you a basic understanding of the issues that are most likely to arise with respect to retirement, annuity, and life insurance benefits. 

  • Life Insurance and Annuity Contracts Within and Without Retirement Plans
  • Life Insurance Trusts
  • Retirement Plan Distribution Rules
  • Roth IRAs and Roth IRA Conversion
  • Debtor/Creditor Rights
  • Beneficiary Designations
  • Planning with Trusts
  • Medicaid Planning with Retirement, Annuity and Life Insurance Assets
  • Effects of Divorce and Marital Separation on Retirement and Life Insurance Benefits

Format:
  • Online On-Demand
Product Code:
  • VFD74
Areas Of Professional Practice Credit(s):
  • 6.5
Total Credit(s):
  • 6.5

You May Also Be Interested In

International Estate Planning: Compliance, Forms & Offshore Voluntary Disclosure

International Estate Planning: Compliance, Forms & Offshore Voluntary Disclosure

Previous
Next
Globalization concept. Group of businessperson in the meeting room.

16th Annual International Estate Planning Institute

This Institute is a much anticipated annual event at which trust and estate practitioners, bankers and accountants from around the world gather to hear the…

Previous
Next

The Secure Act: Impacts on Retirement Planning 2020 – DVD

The Secure Act: Impacts on Retirement Planning 2020 - DVD

Previous
Next
CLE_WhatYouNeedToKnowAsAGuardianAdLitem_675x200

What You Need to Know as a Guardian Ad Litem 2020

What You Need to Know as a Guardian Ad Litem 2020

Previous
Next
CLE_BusinessArbMediation_675x250

What You Need To Know As a Guardian Ad Litem 2020 (NYC)

This program is certified by the Unified Court System’s Office of Guardianship and Fiduciary Services for purposes of required training to qualify for appointment as…

Previous
Next
CLE_TheSecureAct_675x200

The SECURE Act – Impacts on Retirement Planning | Webinar

Learn from experienced practitioners about the new SECURE Act and its impact on retirement planning including an overview of the existing minimum distribution rules and…

Previous
Next

Estate Litigation 1404 Examination and Contested Accountings 2020/DVD

Estate Litigation 1404 Examination and Contested Accountings 2020/DVD

Previous
Next

Estate Litigation: 1404 Examinations & Contested Accountings 2020 | On-Demand

Estate Litigation: 1404 Examinations & Contested Accountings 2020

Previous
Next

Effective Trust Planning – Introduction to Trusts (2013)

Effective Trust Planning - Introduction to Trusts (2013)

Previous
Next

Probate and Administration of Decedents’ Estates, 2019-20 (eBook)

E-Book: Probate and Administration of Decedents' Estates, 2019-20

Previous
Next
Previous
Next