NAEPC Webinar: Asset Protection and Estate Planning for Retirement Benefits
Asset Protection and Estate Planning for Retirement Benefits
This advanced program will explain the differences and overlap among bankruptcy, federal (ERISA) and state law protections for retirement benefits, and how these protections may be lost or augmented through various techniques and strategies. Attendees will explore when - and how - protections can be maintained or increased without impairing the maximum tax benefit or the estate plan for the owner and their intended beneficiaries.
About the Speaker
Ed Morrow is Director of Wealth Transfer and Tax Planning Strategies for the Key Private Bank Family Wealth Group. Before joining KeyBank, he was in private law practice in Cincinnati, Ohio. He is a board certified specialist in Ohio in estate planning and trust law and has published several articles on tax and asset protection planning for Leimberg Information Services, Trusts and Estates, and other publications.
Continuing Education Credit
Continuing education credit will be available at each webinar for Accedited Estate Planner designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self file for a distance-learning program. Councils may also file the program in their home state for programs offered in a group setting.
Join us! Please RSVP asap or no later than Friday, December 4.
