Estate Planning for Retirement Benefits
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 lunch 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
Please RSVP if you’re interested in attending. To do so, please contact BWFA’s Client Relations Manager, Eve Kennedy, at 410-461-3900 or at firstname.lastname@example.org, or Elville and Associates’ Community Relations Director, Jeff Stauffer, at 443-676-9691 or at email@example.com.
You may also use the RSVP option below. We look forward to hosting you!