- This event has passed.
Estate Planning for IRAs – Virginia Beach
June 14, 2017 @ 8:30 am - 10:00 amFree
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.
Carrell Blanton Ferris & Associates, PLC
780 Lynnhaven Parkway, Suite 150
Virginia Beach, VA 23452