Estate Planning for Retirement Benefits on July 18, 2019 from 11:45am-1pm
July 18 @ 11:45 am - 1:00 pm
Join Elville and Associates’ principal and lead attorney Stephen R. Elville as we partner with Baltimore Washington Financial Advisors for a discussion about “Estate Planning for Retirement Benefits.” Among the topics to be discussed during the workshop will be:
DEFINING RETIREMENT PLANS AND BENEFITS IN ESTATE PLANNING – WHAT ARE THEY?
WHY DO RETIREMENT PLAN BENEFITS REQUIRE SPECIAL TREATMENT IN ESTATE PLANNING AND ELDER LAW?
HOW ARE RETIREMENT PLANS STRUCTURED IN RELATION TO WILLS AND TRUSTS IN ESTATE PLANNING?
HOW ARE RETIREMENT PLANS TREATED FOR TAX PURPOSES IN ESTATE PLANNING?
ASSET PROTECTION AND RETIREMENT PLANS IN ESTATE PLANNING
RETIREMENT BENEFIT PLANNING FOR SPOUSES AND PERSONS WITH DISABILITIES
To RSVP, please contact BWFA’s Client Care Manager, Eve Kennedy, at ekennedy@BWFA.com or 410-461-3900, or use the RSVP link below.
We look forward to seeing you there!