In this January 30, 2014, 125-minute program,Steven E. Trytten, Esq., CPA, MBA, gives a useful explanation of the Federal law relating to sophisticated estate planning techniques for retirement benefits. It is geared for lawyers who are already familiar with this topic.

Please note: Mr. Trytten’s 125-minute companion course, “Estate Planning For Retirement Benefits: An Introduction,” also presented on January 30, 2014, is intended for attorneys who have had no prior experience in this area and for those who have such experience but would like a basic review of the subject matter.

Steve Trytten, a partner in the Pasadena, CA law firm of Anglin, Flewelling, Rasmussen, Campbell & Trytten LLP, has prepared a comprehensive, 225-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:
Separate Share Rule; See-Through Trusts

Conduit Trusts; Other Approaches
Non-Conduit Trusts Providing Outright Gift To “Second Tier” Beneficiaries

Non-Conduit Trusts Providing Age Restrictions

Dynasty Trusts As See-Through Trusts
IRD Deductions

Medicare Surtax

Investment Limitations
The “Trusteed” IRA

Post-Mortem Planning And DB (Death Beneficiary) Designations

Basic DB Designations

Tax Clauses
Planning For Married Couples

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: Retirement Benefits: Sophisticated Estate Planning (225-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.)