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Top 10 Things Estate Planners Need to Know About Planning for Retirement Assets

Webinar: February 27 (Wednesday) - 12:00pm to 1:30pm

 

For some clients, the retirement plan assets are among the most valuable assets in the estate. These assets may not provide their full economic potential unless the estate plan reflects expert guidance through challenges that are unique. This program is designed to give you an overview of what to consider when planning for retirement assets.

 

1.5 Hours MCLE Credit. Specialization: Estate Planning and Tax

Most estate plans implicate some kind of retirement plan issue. For some clients, the retirement plan assets are among the most valuable assets in the estate. These assets may not provide their full economic potential unless the estate plan reflects expert guidance through challenges that are unique to retirement assets.

This program is designed to give you an overview of what to consider when planning for retirement assets. Mark Powell and Charles Daff from Dorsey & Whitney, will discuss important details to keep in mind when planning for such assets.

  • Identifying the retirement assets
  • Beneficiary designations
  • Standalone retirement trusts
  • Drafting see through trusts v. conduit trusts
  • Estate inclusion problems
  • Marital deduction problems
  • Disclaimers
  • Private retirement trusts
  • Roth plans
  • Charitable roll-overs
  • Tax implications

This program assumes some experience in estate planning or estate administration

Webinar ES75270-190

Feb 27 (Wed) - 12:00pm to 1:30pm

 

If you are signed in and a CLE Passport holder, your adjusted price appears below.

 

$ 99.00

Most estate plans implicate some kind of retirement plan issue. For some clients, the retirement plan assets are among the most valuable assets in the estate. These assets may not provide their full economic potential unless the estate plan reflects expert guidance through challenges that are unique to retirement assets.

This program is designed to give you an overview of what to consider when planning for retirement assets. Mark Powell and Charles Daff from Dorsey & Whitney, will discuss important details to keep in mind when planning for such assets.

  • Identifying the retirement assets
  • Beneficiary designations
  • Standalone retirement trusts
  • Drafting see through trusts v. conduit trusts
  • Estate inclusion problems
  • Marital deduction problems
  • Disclaimers
  • Private retirement trusts
  • Roth plans
  • Charitable roll-overs
  • Tax implications

This program assumes some experience in estate planning or estate administration

CHARLES DAFF

CHARLES DAFF

CHARLES DAFF, Dorsey & Whitney, LLP, Southern California, is an associate with the firm’s Tax, Trusts & Estates department. He specializes in estate, tax, and charitable planning as well as trust and estate administration. Prior to joining Dorsey & Whitney, Charles was an associate at a Gaw Van Male LLP in Napa, California, where he handled estate and tax planning and estate administration for many of wine country’s notable estates. Charles also previously worked at U.S. Trust where he administered a wide variety of trusts and investments for high net worth and ultra-high net worth individuals and families. Drawing from this experience, Charles has co-authored a number of articles for journals and industry practice guides.

During law school, Charles served as a judicial extern for the Honorable Scott C. Clarkson and the Honorable Meredith Jury. He also interned with the U.S. Department of Justice. In addition, Charles served as Senior Editor and Lead Article Editor for the UC Irvine Law Review. In addition to practicing law, Charles is uniquely interested in the intersection between the law and technology. He is a self-taught programmer and enjoys developing and leveraging systems aimed at delivering legal services on a more efficient and consistent basis for clients. Charles received his J.D., from the University of California, Irvine School of Law.

MARK POWELL

MARK POWELL

MARK POWELL, Dorsey & Whitney, LLP, Southern California, is a Partner in the firm’s Tax, Trusts & Estates Practice Group. He is also a Fellow of the American College of Trust and Estate Counsel. With more than 20 years’ experience as an estate planner, Mark is uniquely qualified to help families create legacies. In this work, he implements plans that encourage family members to recognize their good fortune, make their own contributions to the family and their communities, and handle the responsibilities of wealth. These plans incorporate state of the art transfer tax strategies. Family philanthropy is often a cornerstone of his plans. He received his J.D., from Mercer University School of Law.

Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
PRACTICE AREA Estate Planning
Products specifications
PRODUCT GROUP CLE
PRODUCT GROUP Digital
MCLE HOUR 0.5 - 2
PRACTICE AREA Estate Planning