Leaving Retirement Benefits to Persons with Special Needs (from Annual Advanced Estate Planning 2016) (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0

MCLE Credit: 1.0 (Ethics: 0.0; GAL Incap: 1.0)
Live-Interactive Credit: 0.0
Price: $70 (Includes a downloadable audio version.)
Viewable Through: 4/30/2019

Information

A pre-recorded streaming VIDEO replay of one session from the April 2016 live seminar, The Douglas W. Conner 37th Annual Advanced Estate Planning and Administration Seminar.

GAL Continuing Credits: 1.0
Note: Your GAL certificate may be found at the front of your written materials.


Estate planners face a distinct challenge when planning for retirement benefits for persons with disabilities. This session will inform you about the various possible ways to leave retirement benefits to persons with special needs, including how to draft an effective accumulation trust, use of charitable remainder trusts, and other creative ideas.

 



Schedule

Faculty

FACULTY

Larry H. Rocamora, McPherson, Rocamora, Nicholson & Nordgren PLLC / Durham, NC

MODERATOR

Frank A. Thomas, III, Frank A. Thomas. III, PLC / Orange

Locations, Dates and Fees

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