AACC: Designing Retirement Accounts and Coordinating Retirement Benefits (140612-16)

Date: July 18, 2016 Time: 1:00 pm - 5:00 pm EST Location: Anne Arundel, MD CPE: 4 Format: In-Person
EVENT DESCRIPTION

Seminar will cover the following: 1. Retirement plan design and some
common areas where plans can make minor changes to make big changes in
the effectiveness of their plan. 2. For many of our clients, a
significant part of their wealth is contained within their retirement
accounts. Therefore, incorporating these accounts into the estate plan
is crucial. This segment of the program will explore the practical ways
to coordinate clients’ retirement assets with their estate plan,
including when and how to direct the retirement assets into trust for
spouse and children, an explanation of what is a Trusteed IRA, how an
IRA can be distributed out of a trust, how to benefit charities and
traps to avoid in planning. 3. A Family Lawyer’s Approach to Common Tax
Issues in Divorce: Filing Joint or Separate; Deductibility of Support
Payments and Mortgage; The Dependency Exemption Post-Reichert; and Tax
Implications of Property Distribution.

LEARNING OBJECTIVES
Participants will gain an understanding of the design strategies for retirement benefits and how to coordinate retirement benefits with estate plans
They will also gain an understanding of common tax issues in divorce
EVENT DETAILS
CPE FIELD OF STUDY
Taxes (4 Credits)
COURSE LEVEL
Basic
LOCATION
J. King’s (formerly Kaufmann’s) 329 Gambrills Rd, Gambrills, MD 21054, USA
Loading