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IRAs, Pensions and Survivor Benefits in Estate Planning: Planning with Retirement Assets and Other Beneficiary Accounts

National Business Institute
October 2, 2020

This course, “IRAs, Pensions and Survivor Benefits in Estate Planning” is now available OnDemand here:

You are invited to use the promo code FPO50N for $50 off the price.


Program Description

Planning with Retirement Assets and Other Beneficiary Accounts

Planning with retirement and survivor benefits has undergone some significant changes in the past year. Do you have all the latest knowledge to minimize tax and ensure a smooth transition? Learn how to manage the effect of retirement assets on long term care planning, plan the timing of Social Security benefit claiming and maximize creditor protection of beneficiary accounts. Register today!

  • Get an update on rollover and RMD rules after the SECURE Act.
  • Manage the effect of QDROs on retirement planning.
  • Avoid common beneficiary designation problems.
  • Explore planning options open to inherited IRAs to guard against creditors and manage tax.

Who Should Attend

This legal guide is designed for attorneys. Accountants, fiduciaries, tax professionals and paralegals will also benefit.

Course Content

  1. Beneficiary Designations: Top Mistakes
  2. Social Security Retirement Benefit Claiming
  3. IRA Planning After the SECURE Act
  4. Rollover Issues and Tax Consequences
  5. The Effects of Retirement Assets on Long-Term Care Planning
  6. Creditor Protections of Retirement and Survivor Benefits
  7. The Effect of QDROs and Divorce on Retirement Assets
  8. Post-Death Planning, Distributions, Tax Issues
  9. Legal Ethics in Estate Planning


Jane Fearn-Zimmer, Shareholder, Flaster Greenberg PC


Friday, October 2, 2020 | Eastern: 10:00 AM - 5:00 PM


CPE for Accountants
7.00 - CPE for Accountants/NASBA

including - Regulatory Ethics: 1.00
Specialized Knowledge: 6.00

Practice Areas

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