Should planners today spend a disproportionate amount of planning time on handling clients’ retirement benefits? Originally presented as part of the 63rd Estate Planning Short Course, available in its entirety as P9004-20U.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Expires: May 1, 2022
Protecting Humpty Dumpty, the Retirement Nest Egg: Recent Developments in Estate Planning for Retirement Assets
Do you spend a susbstantial amount of your planning time on estate and gift tax planning techniques? Prior to 2010, one could argue that this approach was necessary, due to the relative estate/gift tax rates and exemptions then applicable and the number of clients to which the estate/gift tax applied. This session presents the case that planners today should spend a disproportionate amount of planning time on handling clients’ retirement benefits.
Robert K. Kirkland, Kirkland Woods & Martinsen LLP, Liberty, MO