For many of our clients, their retirement nest eggs are some of the most valuable, if not the most valuable, assets they own. At the same time, arranging for the tax-efficient and properly tailored disposition of these assets can be among the most challenging jobs an estate planner must face. Simply filling in blanks in a beneficiary designation form as if it were a credit card application will not suffice. In this program, we will examine:

• Using see-through trusts and conduit trusts
• Designing trust dispositive provisions to handle qualified plans and IRAs
• Taking maximum advantage of special rules only for spouses
• Avoiding penalties applicable to qualified plans and IRAs

Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.

Archive Note: CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. Your archive will be available within 5 days of the live event.

State CE Exceptions: Attorneys must apply for CLE approval 30 days before event date or earlier. Click on your state for application.