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Join us to learn about the various types and uses of IRA Trusts, using IRA Trusts as beneficiaries of estate plans, and IRA distributions in estate planning. This course will cover the technical rules to follow in structuring optimal planning for clients with significant qualified retirement funds to protect assets, protect beneficiaries, and maximize tax savings.
Mary Akkerman, Esq.
August 23, 2019
Probate Law for Paralegals (On-Demand)
Will Drafting 101
Drafting Directed Trusts (On-Demand)
Probate Law for Paralegals
Special Needs Trust Essentials (Self-Study)
The Foundation of Accounting for Lawyers (Self-Study)
Veteran Law Bootcamp (Self-Study)
Life Care Planning: The Intersection of Legal and Care Planning (Self-Study)
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