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Part 5 of 8 Estate Planning Tax Series: Back to Basics: Planning with Retirement Assets

**This is a previously recorded program, originally recorded on January 10, 2017.
Many individuals hold a substantial portion of their wealth in retirement accounts. Retirement assets are a unique asset and estate planning for retirement assets requires special consideration. This program will provide an overview of the various types of retirement assets and basic distribution requirements. Brooke Tansill of Frederick J. Tansill & Associates and Morgan Folus of Brown Advisory will examine the potential beneficiaries of retirement assets, including spouses, children, trusts, and charities, and in what circumstances it may be appropriate or beneficial to name certain beneficiaries. The program will also address other issues for fiduciaries and beneficiaries to consider, including post-death transfers, Roth conversions, estate tax issues, and qualified disclaimers. The speakers will also discuss investment strategies in various retirement accounts and will highlight some of the recent tax developments and tax proposals. This class is extremely useful to trusts and estates lawyers, tax professionals, and financial and investment advisors, but it also will benefit any practitioner who wants to learn more about the unique challenges and opportunities presented by retirement assets.
This program was sponsored by the Estate Planning Committee of the D.C. Bar Taxation Community.
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D.C. Bar member price: $40.00

Nonmember: $60.00

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