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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 ekennedy@bwfa.com, or Elville and Associates’ Community Relations Director, Jeff Stauffer, at 443-676-9691 or at jeff@elvilleassociates-staging.bgbshlgq-liquidwebsites.com.

You may also use the RSVP option below. We look forward to hosting you!

RSVP HERE