Retirement assets comprise a significant portion of most clients' estates. Learn some of the planning considerations and techniques to maximize the benefit of this asset class. The seminar will focus on:

Special issues for minor beneficiariesPitfalls in naming trusts as the beneficiary of retirement assetsPaying retirement assets to a special needs trustHow to deal with taxes attributable to retirement assetsSelf-directed IRAsRoth IRAs and "Backdoor" Roth IRAsUsing retirement assets for charitable givingPros & cons of rolling your 401(k) into an IRASpeakers:Jonathan Ellis, Shareholder, Trusts & Estates and Business & Corporate Departments, Flaster Greenberg PC Marc Miller, Shareholder, Trusts & Estates and Business & Corporate Departments, Flaster Greenberg PCCredits:

Attorneys: 1.5 substantive Pennsylvania CLE credit (NJ reciprocal)

CPAs: 1.5 PA and NJ CPE credit

Date and Time:

Thursday, June 13, 2019

Breakfast/Registration/Networking: 8:00 a.m.

Seminar and Q&A: 8:30 - 10:00 a.m

Schedules

  • Occurred Thursday, June 13th, 2019 @ 8:30 am – 10:00 am

Venue

Flaster Greenberg PC

1810 Chapel Ave West
Cherry Hill, NJ 08002

Contact

Flaster Greenberg's Marketing Department