ONLINE
Available 24/7
To claim CLE credit, view by: August 25, 2028
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: August 26, 2026 | Course length: 6.0 hours
Retirement accounts and Social Security benefits are riddled with complex rules, critical deadlines, and costly pitfalls. Estate planning attorneys must be familiar with these assets and rules to tactically incorporate them into estate plans. This full-day seminar cuts through the complexity, arming attorneys with the best practices and real-world strategies needed to guide clients through these programs and integrate them seamlessly into an overall estate plan. Our faculty will discuss:
WELCOME & ANNOUNCEMENTS (5 MINUTES)
Coordinating Retirement Accounts in Estate Planning (45 MINUTES)
Successfully coordinating your client’s assets to meet their retirement income needs while managing the associated tax consequences can improve both their retirement security and the legacy they leave behind. This session will help you better understand how your client’s assets are used throughout retirement and how they ultimately transfer to their heirs.
– Bill Meyer
4 Key Tips for Naming Beneficiaries for Retirement Accounts (30 MINUTES)
This session will provide tips and best practices for naming primary and contingent beneficiaries on retirement accounts. Topics will include:
– Alison J. Midden
Answers to Tough Questions About the Intersection of Social Security Benefits, Retirement Planning and Estate Planning (75 MINUTES)
For many clients, Social Security benefits play an important role in their overall retirement plan. This session will provide an overview of Social Security, including retirement benefits for the worker, spousal benefits and survivor benefits, and give helpful guidance for advising clients on retirement decisions and estate planning.
– Brian Rudolph
Retirement Accounts and Their Impact on Medical Assistance Eligibility (30 MINUTES)
Careful estate planning is required to ensure retirement accounts don’t count as an available asset and affect a client’s Medical Assistance eligibility. This session will provide an overview of the Medical Assistance rules as they pertain to retirement accounts and discuss practical tips for advising your clients on their best course of action under common circumstances
– Brenna M. Galvin
SECURE Act: Rethinking Estate Planning with Retirement Accounts (60 MINUTES)
This session features an updated analysis of the continued impact of the SECURE Act on post-death distributions from qualified retirement accounts and will explore various planning strategies and options to effectively structure these distributions for your clients.
– Bryan Jamison
Navigating the Required Minimum Distribution (RMD) Rules (45 MINUTES)
Funds held in retirement accounts cannot be kept there indefinitely. The required minimum distribution (RMD) is the minimum amount you must withdraw from your accounts each year once you reach a certain age. This session will cover:
– Derek M. Dockendorf
Strategies for Including Social Security and Retirement Benefits in an Estate Plan – A Scenario-Based Discussion (75 MINUTES)
Join a panel of experienced estate planning attorneys in this scenario-based session as they discuss what planning they would recommend for various circumstances. Learn advanced estate planning tips and explore what strategies may help your clients maximize their assets.
– Brenna M. Galvin, Bryan Jamison & Bill Meyer
– James T. McNary (moderator)
$295
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 6.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.0 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.
