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Estate Planning For Retirement Benefits: An Introduction
Estate Planning For Retirement Benefits: An Introduction

 

DVDs and Course Book

In this January 30, 2014, 125-minute program, Steven E. Trytten, Esq., CPA, MBA, gives a useful explanation of the Federal law relating to estate planning for retirement benefits. Although presented as an introduction for lawyers who are not familiar with this subject, it is also a very helpful review for attorneys who practice in this area of the law.

Please note: Mr. Trytten’s 125-minute companion course, “Retirement Benefits: Sophisticated Estate Planning,” also presented on January 30, 2014, is intended for attorneys who have already taken this introductory course or otherwise have gained some experience with this topic.

Steve Trytten, a partner in the Pasadena, CA law firm of Anglin, Flewelling, Rasmussen, Campbell & Trytten LLP, has prepared a comprehensive, 135-page book – and valuable resource – for this course, a PDF of which is available through the purchaser's NLFOnline.com account page.

Major topics include:
Types Of Retirement Assets

ERISA And Exceptions Thereto
Creditor Protection

Spousal Rights

Preempting State Law
Establishing An IRA Or Roth IRA

Early Withdrawal Penalty

Rollovers
Medicare Surtax

Minimum Distribution Rules

 

TABLE OF CONTENTS AND SAMPLE PAGES: Our sister site, www.NLFforms.com, offers this course book for purchase (without audio or CLE credit). There, you can see the complete Table of Contents and some Sample Pages. Click here to see these: Estate Planning For Retirement Benefits: An Introduction (135-Page Book). Use your back button to return here to earn CLE credit.

SUGGESTED FORMS: Fully-editable forms for your immediate and unlimited use relating to this topic are available at www.NLFforms.com. Please click on "Retirement Plan Beneficiaries" to see a short description and Sample Pages for each form.

BOOKS FOR LAWYERS: Over 50 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com.(Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)

 
Price: $129.00