For Estate Planners: Hot Topics in Employee Benefits - CLE, Continuing Legal Education - ALI
For Estate Planners: Hot Topics in Employee Benefits
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Available Online: Online CLE | MP3 Audio Files | Coursebook


ACTEC Logo The American College of Trust and Estate Counsel (ACTEC) is a nonprofit association of lawyers established in 1949. Its members are elected to the College by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors.

Why You Should Attend


Learn from the experts how you should be advising your clients so that they can stretch their retirement dollars and provide for their heirs!


Our panel of distinguished Fellows of The American College of Trust and Estate Counsel will offer cogent advice on navigating through IRS regulations and will explore the latest developments in the taxation and management of retirement assets—especially IRAs.

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What You Will Learn


The “hot topics” in employee benefits to be discussed include:

planning for/with Roth IRAs

planning for retirement assets in second marriages

liability for decedent’s unpaid IRA penalties

creditors’ rights in inherited IRAs

IRS enforcement of minimum distribution rules

Questions submitted during the program will be answered live by the faculty. In addition, all registrants will receive a set of downloadable course materials and free access to the archived online program.

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Who Should Attend

This accredited continuing legal education program from ALI CLE is designed for attorneys who practice trust and estate law, estate planning, as well as financial planners and accountants.

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Natalie B. Choate, Nutter McClennen & Fish LLP, Boston

Christopher R. Hoyt, University of Missouri School of Law, Kansas City

Kathleen R. Sherby, BryanCave LLP, St. Louis

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Program Schedule

All Times Eastern Standard

12:30 p.m. Program Begins.

Faculty members discuss planning and liability issues that arise when dealing with clients’ retirement benefits.

2:00 p.m. Program Ends.

Total 60-minute hours of instruction: 1.5; Total 50-minute hours 1.8

Suggested Prerequisite: Two to four years’ experience in subject matter

Educational Objective: Acquisition of knowledge and skills to develop proficiency as a practitioner; maintenance of professional competence as a practitioner; provision of information on recent legal developments

Level of Instruction: Intermediate

Click Here for MCLE Credit Information

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Here's what registrants have said about this course:

"Thanks for bringing these experts and their thorough materials to us."

"Natalie Choate is always terrific."

Natalie Choate did an excellent presentation."


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Eastern 12:30 pm to 2:00 pm

Central 11:30 am to 1:00 pm

Mountain 10:30 am to 12:00 pm

Pacific 9:30 am to 11:00 am

Alaska 8:30 am to 10:00 am

Hawaii 7:30 am to 9:00 am

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Course Details

Real-Time Customer Service