There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
Adding Registration, Please wait...
You must be logged in to perform this action.
Log in
Cancel
ON DEMAND: Estate Planning Tax Series: Estate Planning with Retirement Assets: Golden Years Planning to a Tax-Efficient Legacy
This program will address various aspects of estate planning with retirement assets, including investments made through qualified plans, such as an employer-provided 401(k) or an IRA, and non-qualified plans, such as non-qualified annuities. Special attention will be paid to the impact of the SECURE Act on these assets and the income tax impacts of utilizing retirement assets for trust planning.
Are you a current law student and looking to register for one of our programs? Learn about the D.C. Bar Law Student Community and attend most individual programs at a discounted rate. Find out more here.
Sponsored by: Estate Planning Committee of the D.C. Bar Taxation Community
Speakers:
Jennifer Birchfield Goode, Founding Partner, Birchstone Moore LLC
Adding Registration, Please wait...