Contact
Carmen Sheppard
Carrell Blanton Ferris & Associates, PLC
csheppard@carrellblanton.com
804-285-7900
Estate Planning with Retirement Accounts
Presented by
The Law Firm of CARRELL BLANTON FERRIS & ASSOCIATES, PLC
Tuesday, April 19th from 8:30am-10:00am
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. Approved for 1 hour of CE credit. A light breakfast will be provided.