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 which, of course, is included with CD and DVD purchases. The price for this program reflects the extensive content in the written materials, and is not based solely upon CLE credits earned by listening to or viewing the lecture.

Major topics include:
ü Types Of Retirement Assets

ü ERISA And Exceptions Thereto
ü Creditor Protection

ü Spousal Rights

ü Preempting State Law
ü Establishing An IRA Or Roth IRA

ü Early Withdrawal Penalty

ü Rollovers
ü Medicare Surtax

ü Minimum Distribution Rules

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.)