Please Note: This event has already taken place.
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
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
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