ONLINE
Wednesday, October 26, 2022
5:00 PM - 6:00 PM
This presentation is a replay of a webcast originally presented September 17, 2021.
Health Savings Accounts are becoming extremely popular vehicles to accumulate savings to pay for medical expenses tax free during retirement. For estate planning attorneys, this means more attention needs to be paid to these accounts in the planning process during lifetime to avoid unpleasant surprises after death. This session will cover how to incorporate Health Savings Accounts into your estate planning processes during your client’s lifetimes, while ensuring they are distributed in the most tax efficient manner possible after death.
– Ryan McKeown; Wealth Enhancement Group
Webcast also included in the following webcast package:
October Estate Planning Webcast Package
$65
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 has applied to the Minnesota State Board of CLE for 1.0 standard CLE credit. The maximum number of total credits you may claim for attending this program is 1.0 credit.
