Loading Events

« All Events

  • This event has passed.

Estate Planning for IRAs – Virginia Beach

June 14, 2017 @ 8:30 am - 10:00 am

Free

An overview of the Supreme Court decision, Clark v. Rameker, and the implications for inherited IRAs. Review available estate planning tools to provide protection for inherited IRAs.  Learn  how: 1) retirement plans fit into the comprehensive estate planning process: 2) to properly designate a trust as a beneficiary of a retirement plan; 3) to protect retirement assets from the creditors of beneficiaries; and 4) the drawbacks of having “my estate” as a plan beneficiary.   Presented by Kenneth A. Dodl and Beth Ann Lawson.  It is approved for 1 hour of CE credit.  A light breakfast will be provided. 

Virginia Beach
Carrell Blanton Ferris & Associates, PLC
780 Lynnhaven Parkway, Suite 150
Virginia Beach, VA 23452

register_btn 

 

Details

Date:
June 14, 2017
Time:
8:30 am - 10:00 am
Cost:
Free
Event Category:

Venue

Virginia Beach Area
Virginia Beach, VA United States + Google Map