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Essential IRA Provisions in Estate Planning, Elder Law, and Special Needs Planning

Qualified retirement accounts have become the primary savings vehicle for many Americans and planning for those funds is of the highest priority for your clients.

After the plan owner dies, managing the payments of mandatory withdrawals can be essential in any estate and special needs planning law firm.

In this video, Brian Albee discusses:

  • Design options to consider when planning for families of those who own these important accounts
  • Beneficiary designations
  • Accumulation trust provisions

Webinar Recorded: August 12, 2021
Presenter: Brian F. Albee, J.D.
Duration: 60 minutes

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