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Estate Planning for Retirement Benefits 2015 Edition

Comprehensive guide to retirement benefits under individual retirement accounts and tax-qualified plans. Includes editable forms.

This handbook is a comprehensive guide for attorneys advising clients about retirement benefits under individual retirement accounts and tax-qualified plans. It explains how to maximize the potential of retirement benefits — a significant asset for most of your clients — as an estate planning tool. Retirement benefits are subject to complex income, estate, and other taxes, as well as required minimum distributions, during the client’s lifetime and following death, and this handbook will help you sort through these issues. Other topics include beneficiary designations, charitable giving, employee stock ownership plans, postmortem planning, creditor protection, and nonmarketable investments.

ESTATE PLANNING FOR RETIREMENT BENEFITS 2015 Edition

General Editor:
Steven R. Lifson, Seyfarth Shaw LLP, Chicago

Chapter 1 — Introduction to the Use of Retirement Benefits in Estate Planning
Steven R. Lifson, Seyfarth Shaw LLP, Chicago

Chapter 2 — Income, Estate, and Other Tax Considerations
Steven R. Lifson, Seyfarth Shaw LLP, Chicago

Chapter 3 — Required Minimum Distribution Rules: Who, What, When, and Why
Rita E. Luce, Harrison & Held, LLP, Chicago

Chapter 4 — Beneficiary Designations for Individual Retirement Accounts and Qualified Plans
Jane Gorham Ditelberg, The Northern Trust Company,Chicago

Chapter 5 — Naming a Trust as a Beneficiary
Jay P. Tarshis, Arnstein & Lehr LLP, Chicago

Chapter 6 — Charitable Giving with Retirement Plan Assets
Kenneth F. Lorch and Ryan A. Walsh, Hamilton Thies & Lorch LLP,Chicago

Chapter 7 — Qualified Domestic Relations Orders and Spousal Rights
Jessica Lauren Berger, Harrison & Held, LLP, Chicago

Chapter 8 — Special Considerations for Employee Stock Ownership Plans
Mary-Ann Wilson, Harrison & Held, LLP, Chicago

Chapter 9 — Retirement Plans and Creditor Protection
Svetlana V. Bekman, The Northern Trust Company, Chicago

Chapter 10 — The Efficacy of Individual Retirement Arrangement Planning and Investments: Allocating Assets Between Taxable and Tax-Deferred Accounts
Steven B. Weinstein, Altair Advisers LLC,Chicago

Chapter 11 — Handling Individual Retirement Accounts and Qualified Plans After the Individual Retirement Accounts Owner or Participant Is Deceased
Jane Gorham Ditelberg, The Northern Trust Company,Chicago

Chapter 12 — Roth Individual Retirement Arrangements
Ryan M. Holmes and MacKenzie A. Hyde, Clark Hill PLC, Chicago

Chapter 13 — Postmortem Planning
Rita E. Luce, Harrison & Held, LLP, Chicago

Chapter 14 — Nonmarketable Investments in Individual Retirement Accounts
Robert S. Held, Harrison & Held, LLP, Chicago

Handbook
SKU: 15ESTRETIRE-H
$159.00
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E-book
SKU: 15ESTRETIRE-E
$159.00
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This handbook is a comprehensive guide for attorneys advising clients about retirement benefits under individual retirement accounts and tax-qualified plans. It explains how to maximize the potential of retirement benefits — a significant asset for most of your clients — as an estate planning tool. Retirement benefits are subject to complex income, estate, and other taxes, as well as required minimum distributions, during the client’s lifetime and following death, and this handbook will help you sort through these issues. Other topics include beneficiary designations, charitable giving, employee stock ownership plans, postmortem planning, creditor protection, and nonmarketable investments.

ESTATE PLANNING FOR RETIREMENT BENEFITS 2015 Edition

General Editor:
Steven R. Lifson, Seyfarth Shaw LLP, Chicago

Chapter 1 — Introduction to the Use of Retirement Benefits in Estate Planning
Steven R. Lifson, Seyfarth Shaw LLP, Chicago

Chapter 2 — Income, Estate, and Other Tax Considerations
Steven R. Lifson, Seyfarth Shaw LLP, Chicago

Chapter 3 — Required Minimum Distribution Rules: Who, What, When, and Why
Rita E. Luce, Harrison & Held, LLP, Chicago

Chapter 4 — Beneficiary Designations for Individual Retirement Accounts and Qualified Plans
Jane Gorham Ditelberg, The Northern Trust Company,Chicago

Chapter 5 — Naming a Trust as a Beneficiary
Jay P. Tarshis, Arnstein & Lehr LLP, Chicago

Chapter 6 — Charitable Giving with Retirement Plan Assets
Kenneth F. Lorch and Ryan A. Walsh, Hamilton Thies & Lorch LLP,Chicago

Chapter 7 — Qualified Domestic Relations Orders and Spousal Rights
Jessica Lauren Berger, Harrison & Held, LLP, Chicago

Chapter 8 — Special Considerations for Employee Stock Ownership Plans
Mary-Ann Wilson, Harrison & Held, LLP, Chicago

Chapter 9 — Retirement Plans and Creditor Protection
Svetlana V. Bekman, The Northern Trust Company, Chicago

Chapter 10 — The Efficacy of Individual Retirement Arrangement Planning and Investments: Allocating Assets Between Taxable and Tax-Deferred Accounts
Steven B. Weinstein, Altair Advisers LLC,Chicago

Chapter 11 — Handling Individual Retirement Accounts and Qualified Plans After the Individual Retirement Accounts Owner or Participant Is Deceased
Jane Gorham Ditelberg, The Northern Trust Company,Chicago

Chapter 12 — Roth Individual Retirement Arrangements
Ryan M. Holmes and MacKenzie A. Hyde, Clark Hill PLC, Chicago

Chapter 13 — Postmortem Planning
Rita E. Luce, Harrison & Held, LLP, Chicago

Chapter 14 — Nonmarketable Investments in Individual Retirement Accounts
Robert S. Held, Harrison & Held, LLP, Chicago

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