Retirement Planning: What Lawyers Need to Know to Advise Their Clients (Online Seminar)

MCLE Credits: 2.0
Ethics Credits Included: 0.0

MCLE Credit: 2.0 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $135 (Includes a downloadable audio version.)
Viewable Through: 8/31/2016


A pre-recorded streaming VIDEO replay of the October 2013 webcast, Retirement Planning — What Lawyers Need to Know to Advise Their Clients.

This seminar will help attorneys in many practice areas understand how estate planning fundamentals integrate with retirement planning for clients. It will also identify issues that call for clients to be referred to specialists.


  • Trial attorneys who want to help clients seeking advice on structuring settlements and incorporating them with retirement plans and estate planning documents
  • Family law attorneys working on divorce settlements  that have disruptions and consequences toward retirement investing plans and legal estate planning documents
  • Corporate attorneys counseling clients with sudden liquidity from selling a business or counseling family businesses being transitioned to the next generation where the older generation is pondering how to best handle their retirement strategy
  • Real estate attorneys working with clients seeking advice on efficient funding of retirement income from real estate assets versus other savings and how to best own the assets as part of their estate plans
  • Bankruptcy attorneys counseling clients on what retirement accounts have protections from creditors where the clients also need advice on what those accounts can generate for them in annual income
  • Estate planning attorneys whose clients need help incorporating retirement income plans with their estate plans



R. Justin Fulton, Signature / Norfolk
Justin Fulton has over 15 years of experience helping individuals with financial planning matters.

Neil L. Rose, Willcox & Savage, P.C. / Virginia Beach
Neil Rose is a former IRS attorney with over 30 years of experience in business, tax, and estate planning and administration.

Locations, Dates and Fees

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Our Address

  • 105 Whitewood Road
    Charlottesville, VA 22901


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