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BBA: Estate Planning with Retirement Benefits – Part II

  • BBA 16 Beacon Street Boston, MA, 02108 United States (map)

From the BBA:

This program will provide an in-depth review of estate planning with retirement benefits, as a follow up to last spring’s introductory program.  It will include a discussion of the different options for a surviving spouse who receives retirement benefits, drafting tips, traps for the unwary, the practical issues that arise when it comes time to implement beneficiary designations, and ideas to fix issues that come up during estate administration. 

The presentation will assume the audience already has a basic understanding of how to leave retirement benefits to a trust in order to obtain the beneficial “see-through” status for the trust and a “designated beneficiary” for the retirement benefit.

Earlier Event: September 22
BBA: New Lawyers Section Welcome Back Social
Later Event: September 27
BANG: monthly lunch