Retirement Plan Distributions: An Introduction — 1.75 Texas General Credits

This course is approved until 6/30/2013. In order to receive TX MCLE credit, you must complete it AND report your MCLE hours before that date.

This 1.75-hour May 12, 2010 presentation by Louis A. Mezzullo, Esquire, a partner in the Rancho Santa Fe, CA offices of McKenna Long & Aldridge LLP, 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

BOOKS FOR LAWYERS: Over 40 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com. (Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)

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

Price: $37.00

Texas Bar Card Number: (required)

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, Course ID 719107, Expires 2014-12-31
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 2013012031
IL — 1.75 General Credits
IN — 1.8 General Credits, Expires 2013-07-31
KY — 1.75 General Credits, expires 6/30/13
LA — 1.75 General Credits/Estate Planning & Tax Law Specialization, Expires 2013-08-31
ME — 1.75 General Credits , Expires 5/12/2012
MO — 2 General Credits
MT — 1.75 General Credits
NJ — 2.1 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)
NC — 1.75 General Credits, Expires 2012-12-31
OH — 1.75 General Credits, Expires 2012-12-31
OR — 1.75 General Credits
PA — 1.5 General Credits
TN — 1.75 General Credits, Expires 2013-07-31
TX — 1.75 General Credits, Expires 6/30/2013
UT — 1.5 General Credit, Expires 2012-12-31
VA — 2 General Credits, Expires 2013-10-31
VT — 1.75 General Credits
WA — 1.75 General Credits — Activity ID #259201
WV — 2.1 General Credits

Live Support & FAQs

Live support is available Monday-Friday, 9-4 Eastern Time. Our FAQs may address your question.

Call (302) 656-4757

Offline Study Alternative

Many states also permit CLE credits to be earned by study of email delivery, audio CD, and flash drive courses. For these offline study options and to Share and Save go to www.NLFcle.com.

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