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.
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.
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.
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
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
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."
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