Be Our Guest
Join us on the 4th Thursday of each month for our RIA Trust Education Program as professionals provide valuable education in the area of trust and estate planning specifically designed for Registered Investment Advisors.
Be our guest and receive 1.5 hours of CFP CE by attending this free class.
Beneficiary Designations: Pitfalls and Considerations
Clients are accumulating wealth in retirement and investment accounts as a greater percentage of their estates than ever before. It is vital to review client beneficiary designations for both appropriateness and effectiveness. We will review issues related to naming trusts as beneficiaries of retirement accounts, and using the correct language to preserve the "stretch" distribution of retirement accounts. We will also discuss issues related to disabled beneficiaries, spendthrift beneficiaries and minors. There will also be a review of post-death considerations, such as distributing accounts post-death with proper account titling and for non-retirement investment accounts, the correct basis.
Josie M. Faix of Balson & Faix, LLP in Centennial, Colorado
Thursday, August 27, 2015, 9:45 PST
16767 N Perimeter Drive, Suite 200, Scottsdale, AZ
To secure your CFP CE space for any session, respond to RSVPEducation@bokf.com or (844) 866-0728