eCourse
Special Considerations When Planning With Retirement Benefits For Minors and Incapacitated Individuals
Contains material from Sep 2018
Special Considerations When Planning With Retirement Benefits For Minors and Incapacitated Individuals
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Hear a presentation focusing on special planning considerations when a retirement plan’s desired beneficiary is a minor, is incapacitated or is likely to have some degree of future incapacity.
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IRA, UTMA, SNT, RMD… OMG! Special Considerations When Planning With Retirement Benefits For Minors and Incapacitated Individuals. (Sep 2018)
Katherine C. Akinc
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Session 1
—48 mins
IRA, UTMA, SNT, RMD… OMG! Special Considerations When Planning With Retirement Benefits For Minors and Incapacitated Individuals. (Sep 2018)
Hear a presentation focusing on special planning considerations when a retirement plan’s desired beneficiary is a minor, is incapacitated or is likely to have some degree of future incapacity.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Katherine C. Akinc,
Brink Bennett Flaherty Golden - Austin, TX