7.5 TOTAL CREDITS: 5.5 in Areas of Professional Practice and 2.0 in Skills.
Annuity benefits, employer and individual retirement plan benefits constitute a large portion of the wealth of many individuals. Retirement benefits also constitute a large portion of inherited wealth. Many individuals transfer substantial amounts of life insurance benefits to others, either on or before the individual’s death. There are many differences between the treatment of these benefits and that of assets held in brokerage or bank accounts in an individual’s name.
This program will discuss the issues that may arise with respect to the treatment of retirement, annuity and life insurance benefits for purposes of taxes, transfers on death, domestic relations, Medicaid eligibility, and creditor’s rights. Issues may also arise about the extent to which unmarried couples may, and may not, by contract obtain treatment similar to that of married couples. With knowledge of these issues advisors may best assist a client to manage his or her assets, particularly the client’s retirement, annuity, and life insurance benefits.
Table of Contents | Available after Purchase |
Life Insurance and Annuity Contracts within and Without Tax Qualified Retirement Plans and Life Insurance Trusts - Lori Epstein and Barry Rabinovich | Available after Purchase |
Retirement Plan Distribution Rules - Susan B. Slater-Jansen | Available after Purchase |
IRAs and Roth IRA Conversions - Bruce D. Steiner | Available after Purchase |
Beneficiary Designations - Patricia J. Shevy | Available after Purchase |
Trusts with Retirement Assets or as Beneficiaries of Retirement Plans and IRAs - Bruce D. Steiner | Available after Purchase |
Creditors' Rights to Retirement, Annuity, and Life Insurance Benefits - Albert Feuer | Available after Purchase |
Medicaid Planning with Retirement, Annuity and Life Insurance Assets - Patricia J. Shevy | Available after Purchase |
Family and Domestic Relations Law Rights to Retirement, Annuity and Life Insurance Benefits - Albert Feuer | Available after Purchase |
Speaker Biographies | Available after Purchase |
PPT SLIDES - Life Insurance and Annuities Within and Without Qualified Retirement Plans - Lori Epstein and Barry Rabinovich | Available after Purchase |
PPT SLIDES - Social Security Benefit Distribution Rules - Susan Slater-Jansen | Available after Purchase |
PPT SLIDES - IRAs and Roth Conversions - Bruce D. Steiner | Available after Purchase |
PPT SLIDES - Beneficiary Designations - Patricia J. Shevy | Available after Purchase |
PPT SLIDES - Trusts With Retirement Assets or as Beneficiaries of Retirement Plans and IRAs - Bruce D. Steiner | Available after Purchase |
PPT SLIDES - Retirement, Annuity and Life Insurance Benefit Planning Creditors’ Rights to Retirement, Annuity, and Life Insurance Benefits - Albert Feuer | Available after Purchase |
PPT SLIDES - Medicaid Planning with Retirement Accounts - Patricia J. Shevy | Available after Purchase |
PPT SLIDES - Family and Domestic Relations Law Rights to Retirement, Annuity and Life Insurance Benefits – Albert Feuer | Available after Purchase |
Medicaid Planning With Retirment Annutity and Life Insurance (Audio Only)
Original Program Date: 05/29/2015 |
Family/Domestic Relations Law Rights to Retirement Benefits (Audio Only)
Original Program Date: 05/29/2015 |