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Estate Planning
Retirement Plan Distributions: An Introduction — 1.75 Vermont General Credits

This 1.75-hour May 12, 2010 presentation by Louis A. Mezzullo, Esquire, a partner in the Rancho Santa Fe, CA offices of the Luce Forward law firm, gives an excellent explanation of the "basics" of the law relating to distributions from qualified retirement plans. Attorneys will find it to be useful for advising their clients and perhaps also for their own retirement plans.

Major topics include:

Introduction

• importance

• participant's objectives

• plan provisions

• spousal rights

• premature distributions

Final Minimum Distribution Rules

• required beginning date ("RBD")

• distributions during participant's lifetime

• distributions upon participant's death both before and after the RBD

• spousal rollovers and "inherited" IRAs

• designated beneficiary

• trustee as beneficiary

Deferring Or Reducing Income Taxes

Estate Tax Considerations

FORMS: Would you like to immediately download fully editable forms relating to this topic? If so, please go to our companion web site,www.nlfforms.com

 

If you need credits in multiple states you MUST click here before placing your order for important information.

Price: $37.00
Course approved for these credits (and Expiration Dates When Applicable):
If you need credits in multiple states you MUST click here
before placing your order for important information.

AK — 1.75 General Credits
AZ — 1.75 General Credits
CA — 1.75 General Credits
CO — 2 General Credits, Expires 12/31/12
DE — 1.8 General Credits , Expires 5/12/2012
FL — 2 General Credits, Course #40972, Expires 7/8/13
GA — 1.8 General Credits, Expires 12/31/12
IL — 1.75 General Credits
IN — 1.8 General Credits, Expires 7/31/2012
KY — 1.75 General Credits, expires 6/30/12
LA — 1.75 General Credits/Estate Planning & Tax Law Specialization, Expires 8/31/2012
ME — 1.75 General Credits , Expires 5/12/2012
MO — 2 General Credits
MT — 1.75 General Credits
NJ — 2 General Credits
NM — 1.8 General Credits, taped 5/12/10
NV — 1.5 General Credits, Course # NLFG10
NY — 2 Professional Practice Credits (attorneys seeking NY credit must ALWAYS place their orders from the New York page)
OH — 1.75 General Credits,
OR — 1.75 General Credits
PA — 1.5 General Credits
TN — 1.75 General Credits, Expires 7/31/2012
TX — 1.75 General Credits, Expires 6/30/2012
VT — 1.75 General Credits
WA — 1.75 General Credits — Activity ID #259201
WV — 2.1 General Credits
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CLE Courses


Many states also permit CLE credits to be earned by study of audio/video tapes, audio CDs and/or DVDs. To see our recorded CLE courses go to www.nlfcle.com.
 

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