Estate Planning with Retirement Assets – Now What?

Event Date:

March 10, 2022

Event Time:

12:00 pm

Location:

Akron Hilton Fairlawn

Speaker: Michael Riley, Esq., McDonald Hopkins LLC

In this presentation, we will refresh on the basic rules that govern estate planning with retirement benefits and then dive into the many changes introduced in late 2019 by the SECURE Act. Other recent changes and some proposed changes (SECURE Act II?) will be mentioned. We will revisit the subject of when and how to use trusts as death beneficiaries of retirement benefits, and then look at some practical applications of the rules with examples of planning for a surviving spouse, children, others, charities, or all the above.

PLEASE ARRIVE PROMPTLY BY 11:45AM FOR NETWORKING AND CONTINUING EDUCATION CREDITS REGISTRATION!

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Location:

  • Akron Hilton Fairlawn
  • 3180 West Market St
  • Akron
  • OH

Event Schedule Details

  • March 10, 2022 12:00 pm   -   1:00 pm
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