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Estate Planning for Retirement Benefits

June 12 @ 11:45 am - 1:00 pm

Free

Estate Planning for Retirement Benefits
Tuesday, June 12th, 11:45 a.m. – 1:00 p.m.
The Office of Baltimore Washington Financial Advisors
5950 Symphony Woods Road, Suite 600, Columbia, Maryland 21044

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 topic 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

Details

Date:
June 12
Time:
11:45 am - 1:00 pm
Cost:
Free
Event Category:

Organizer

Elville and Associates
Phone:
443-393-7696
Website:
http://www.elvilleassociates.com/

Venue

Baltimore Washington Financial Advisors
5950 Symphony Woods Road, Suite 600
Columbia, MD 21044 United States
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