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 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 Separate Share Rule; See-Through Trusts

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

ü Non-Conduit Trusts Providing Age Restrictions

ü Dynasty Trusts As See-Through Trusts
ü IRD Deductions

ü Medicare Surtax

ü Investment Limitations
ü The “Trusteed” IRA

ü Post-Mortem Planning And DB (Death Beneficiary) Designations

ü Basic DB Designations

ü Tax Clauses
ü Planning For Married Couples

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.)