Estate Planning for IRAs and 401Ks after the SECURE Act

Estate Planning for IRAs and 401Ks after the SECURE Act

Regular price $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, CO, NJ, NY, OK, PA, VT

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

We will supply you with the information needed to self-apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance. 

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.


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