Integrating Retirement Plans Into The Estate Planning Process - November 4, 2004
Courtyard by Marriott Downtown
501 West Washington Street
Indianapolis, IN 46204
(317) 635-4443
Qualified retirement plans and IRAs can be one of the very best assets to own and pass on to heirs or be a nightmare of taxes eating up what clients have worked hard to accumulate. This seminar will provide in-depth, timely insights and information.
Areas to be discussed include:
- Retirement plan distributions, spousal rollovers and net unrealized appreciation
- Income, gift, estate, generation-skipping and excise taxes
- Drafting to integrate retirement plans into the estate planning process
- Charitable planning with qualified retirement plans and IRAs
- Administering trusts with retirement plan assets
Who Should Attend?
This one-day seminar is primarily designed for attorneys and CPAs. Presidents, vice presidents, financial planners, insurance agents, enrolled agents, trust officers and estate planners may also benefit from attending.
