Search

Protecting Humpty Dumpty, the Retirement Nest Egg: Recent Developments in Estate Planning for Retirement Assets

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
SKU: P9004-20E-08
$80.00 or 1.00 credits
decrease increase
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

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

Products specifications
Program Date5/5/2020
Products specifications
Program Date5/5/2020
Customers who bought this item also bought

How Irrevocable is Irrevocable? Ways to Modify Irrevocable Trusts Under Illinois Law

P9004-20E-16
Strategies to modify an irrevocable trust and the pros and cons of each strategy. Topics include invoking trust protector’s powers, decanting, and both judicial and non-judicial reformations. Originally presented as part of the 63rd Estate Planning Short Course, available in its entirety as P9004-20U.
$80.00

Illinois Estate Planning Law: Case Decisions & Trends 2020

P9004-20E-03
Get up-to-date on new cases, Illinois legislation, and trends specifically applicable to estate planning, estate taxation, trusts, and more. Originally presented as part of the 63rd Estate Planning Short Course, available in its entirety as P9004-20U.
$80.00

Fire Cannot Kill A Dragon: Privilege And Ethics Issues for Estate Planners

P9004-20E-07
Be prepared to protect privilege and avoid other ethics issues in the midst of an increasingly AI-impacted world by reviewing recent cases and other factors.
$80.00
Filters
Sort
display