Online CLE | CLE Credits Online | Online CLE Courses | ALI-CLE.org

Online Courses

Questions and Answers; Nonspousal Rollovers; Prohibited Transactions (55 mins.)

Trust as Designated Beneficiary -- Bail-out (post-mortem) Questions and Separate Accounts; Insurance Subtrusts; Transfers to and from Roth IRAs; Questions and Answers (35 mins.)

Original Date(s): May 14, 2008
Segment Runtime: 01:30:27
Speakers: Virginia Coleman, Lawrence W. Heben, Marcia Chadwick Holt, Kathleen R. Sherby

The audio file contains the following coursebook chapters and/or handouts:

Chapter: Preserving the 'Designated Beneficiary' If a Trust is Named as Beneficiary of a Qualified Plan or IRA

Chapter: Separate Accounts

Chapter: Special Distribution Options Available to Spouse as Beneficiary of a Qualified Retirement Plan or IRA

Chapter: Prohibited Transactions and The Self Directed IRA

More Information: Questions and Answers; Nonspousal Rollovers; Prohibited Transactions (55 mins.)<br><br>Trust as Designated Beneficiary --  Bail-out (post-mortem) Questions and Separate Accounts; Insurance Subtrusts; Transfers to and from Roth IRAs; Questions and Answers (35 mins.)Course Brochure Preview Preview Add to Cart Buy MP3  $149.00


CLE Credit for MP3 Audio Files

ALI CLE's MP3 audio files are available by downloading to your MP3 device or computer or by streaming online to your desktop or laptop computer.

Attorneys must apply on their own for self-study accreditation of MP3 files, streamed or downloaded. Attorneys are responsible for reporting self-study credits to their respective jurisdiction(s).

Please for further information regarding CLE credit via MP3 files in your jurisdiction.

Back to Results Back to Results