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Thursday, October 10, 2019, 1:00-2:00pm

The largest single asset class for most clients is financial accounts, other than personal residential real estate.

These accounts may be retirement plans like 401(k)s or IRAs, annuity or insurance contracts, or a variety of brokerage or bank accounts. The crucial planning aspect of these types of accounts or contracts is that they can be transferred through beneficiary designations.

Though a seemingly simple expedient, beneficiary designations vary among types of account and each comes with its own nuances – and traps, which is sprung can lead to severely adverse tax and practical outcomes.

This program provides a real-world guide to understanding, reviewing, and drafting beneficiary designations in trust and estate planning.

  • How beneficiary designations vary depending on the type of custodial account involved
  • Differences among retirement accounts, bank accounts, brokerage accounts, life insurance policies
  • How designations differ depending on the type of beneficiary – individual, institutional, trust, etc.
  • "Payable on Death" agreements for bank accounts
  • Practical guidance on how designations are made & common drafting traps
  • Extending benefits for maximum period possible

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

Product Information
Date Presented:
October 10, 2019 1:00 PM Eastern
1 hour
Registration Fee:
Beneficiary Designations in Retirement Accounts: Protecting a Lifetime of Savings | Live Replay from April 18, 2019 | Phone/Audio Streaming

All Attendees: $80

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

Speaker Information
Blanche Lark Christerson   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
CLE Premier Pass