Estate Planning for IRAs and 401Ks after the SECURE Act

$159.00

This 90-minute presentation focuses on revised estate planning for IRAs, 401ks and other qualified plan benefits after the SECURE Act. The emphasis is on income tax minimization strategies, including drafting strategies where benefits are made payable to a trust.

Presenter: James G. Blase, CPA, JD, LLM

CLE: 1.50 General credits

States Pre-Approved: AR, CA, NJ, NY, OK, PA, VT

(AK, AZ, CT, NH eligible to claim credit)

We will apply for approval in other US states as registrations warrant*, with exception to the following: KS, RI, VA, WA, WI**

* Approval process times will vary

** We will supply you with the information needed to self-apply