Thursday, June 18, 2020
9:00 AM - 12:00 PM
Congress has made dramatic changes to the rules regarding inheriting retirement accounts.
Because the proper administration of your client’s retirement accounts is frequently the most complex part of an estate plan, every estate planning attorney needs to quickly learn the new rules and how they will affect your clients. Bryan Jamison will discuss the new rules and attempt to guide you as you review prior estate plans and draft new estate plans in light of the many insecurities inherent in these rules.
Originally presented February 18, 2020
What Are the New Rules and How Do They Affect Various Beneficiaries? (75 MINUTES)
Questions and Answers (15 MINUTES)
How to Guide Your Clients in Response to the New Rules (60 MINUTES)
Questions and Answers (30 MINUTES)
– Bryan Jamison; Jamison & Jamison, P.A.; Shoreview
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.
The complete course manual will be provided electronically.