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To claim CLE credit, view by: February 20, 2027
Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.
Originally presented: February 21, 2025 | Course length: 3.0 hours
Retirement accounts are generally a (if not THE) major asset for most clients. Estate planning for retirement accounts requires consideration of both trust law issues and income tax issues. This session will discuss planning options and strategies using the Drafting Wills & Trust Agreement forms considering the requirements of the SECURE Act and other provisions of the Internal Revenue Code and the related Treasury Regulations. Additionally, panelists will share their experiences in practice with various real-life examples of how these planning options and strategies have played out when administering an estate.
Estate Planning with Retirement Accounts (3 HOURS)
Retirement accounts are generally a (if not THE) major asset for most clients. Estate planning for retirement accounts requires consideration of both trust law issues and income tax issues. This session will discuss planning options and strategies using the Drafting Wills & Trust Agreement forms considering the requirements of the SECURE Act and other provisions of the Internal Revenue Code and the related Treasury Regulations. Additionally, panelists will share their experiences in practice with various real-life examples of how these planning options and strategies have played out when administering an estate.
FORMS TO BE DISCUSSED
– Robert E. Lynn, Alison J. Midden & J. Steve Nys
$155
Other discounts that may apply:
Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.
Minnesota CLE is applying to the Minnesota State Board of CLE for 3.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 3.0 credits.
Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.
