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The Basics of Estate Planning with Retirement Benefits

Wednesday, June 5, 2013 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

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The final "First Wednesdays" session for the program year will provide an overview of estate planning with retirement benefits, including a discussion of the most effective ways to make retirement benefits payable to trusts, traps for the unwary, and the practical issues that arise when it comes time to implement beneficiary designations.  The session will also include a discussion of Roth IRA conversions, and what to consider when advising whether to pursue them.


Sponsoring Section/Committee(s):




Jennifer Jones


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