Trust and Estate Planning for Retirement Plans: IRAs, 401(k)s and More | Phone/Audio Streaming - North Carolina Bar Association - Online Store & Learning Gateway
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Tuesday, June 4, 2019, 1:00-2:00pm

This session covers:

  • Allocation of estate and gift taxes
  • QTIPing IRAs and trusts as IRA beneficiaries
  • Trust distributions as income v. principal
  • Understanding traps of beneficiary designations
  • Creditor claims against retirement assets
  • How annuity distributions are treated for income tax purposes – ordinary income, capital gain, return of investment

Click on the "In Depth" tab for tuition and speaker information.

Web Event Information
Start Time:
June 04, 2019 1:00 PM Eastern
12:00 PM Central, 11:00 AM Mountain, 10:00 AM Pacific
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Estimated Length:
1 hour
Registration Time Remaining:
16 days, 8 hours
Registration Fee:
Free
Trust and Estate Planning for Retirement Plans: IRAs, 401(k)s and More | Phone/Audio Streaming
TUITION RATE.    

All Attendees: $80


Early discount and CLE Premier Pass rates are not available for this program. 

FACULTY. 
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
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CLE Premier Pass
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PHONE/AUDIO STREAMING Tuesday, June 4, 2019 | #852TW2
NCBA Price:$0.00