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Strategies for Transferring Retirement Assets 2019

Product ID: CA2918D
Presented By: State Bar of Wisconsin PINNACLE

Smarter planning, smoother sailing

When it comes to estate planning, it’s unwise to cut corners—especially when it comes to strategizing the transfer of tax-deferred assets to beneficiaries. There are special rules associated with retirement accounts like IRAs; without a clear understanding of how your clients’ assets will pass to their loved ones, significant portions of retirement assets can be lost to taxes, court fees, and other expenses.

At Strategies for Transferring Retirement Assets to the Next Generation, explore both the legal and financial sides of retirement asset transfer.

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Select a Format

OnDemand seminar

Pricing

Member $89.00

Non-Member $139.00

Credits

1 CLE

Credits are no longer available for this OnDemand program.

Quantity:
Maximum quantity must be less than or equal to 1.

Smarter planning, smoother sailing

When it comes to estate planning, it’s unwise to cut corners—especially when it comes to strategizing the transfer of tax-deferred assets to beneficiaries. There are special rules associated with retirement accounts like IRAs; without a clear understanding of how your clients’ assets will pass to their loved ones, significant portions of retirement assets can be lost to taxes, court fees, and other expenses.

At Strategies for Transferring Retirement Assets to the Next Generation, explore both the legal and financial sides of retirement asset transfer.

Read More ↓

Dera L. Johnsen-Tracy, J.D. is a shareholder and co-founder of Horn & Johnsen, S.C. Dera is a graduate of Marquette University Law School and focuses her legal practice in the areas of estate planning, probate and adult guardianship. She is also a contributor to the national AAII Journal and to Your Family magazine and has taught a variety of CE classes to financial professionals and CLE seminars to attorneys through the State Bar of Wisconsin (PINNACLE) and the National Business Institute (NBI).

Laurie Ellis-McLeod, Ph.D., AIF is founder and owner of AERIE Preferred Financial Group, LLC, an independent Midwest wealth services firm experienced in working with business owners and retirement plans, as well as retirement income, legacy planning, and long term care strategy for individuals and families. She is also a sought after retirement educator at the UW-Madison and community venues in the Madison area.

  • Learn how to troubleshoot key issues that can affect the smooth transition of capital to beneficiaries
  • Understand the tax implications of various retirement savings vehicles
  • Explore how Clark v. Remeker impacts distribution of IRAs and trusts
  • Estate planning lawyers
  • Probate lawyers
  • Family lawyers
  • Elder law attorneys
  • General practitioners
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