American Bankers Association 2011 Trust and Estate Planning Telephone Briefing Series
September 1, 2011
1:00 p.m.
- 3:00 p.m.
EDT
Thomas W. Abendroth, leader of Schiff Hardin’s Private Clients, Trusts and Estates group, will co-present the ABA telephone briefing “Surviving the Retirement Benefits Planning Maze,” on Thursday, Sept. 1. The live telephone briefing will discuss:
- Types of qualified plans
- Income tax consequences of distributions
- Estate taxation of retirement benefits
- Who should be the beneficiary?
- Roth IRAs and their advantages and disadvantages
- Charitable planning with retirement benefits
Additional information and registration is available at http://www.aba.com/teleweb/tb090111.htm. CISP, CRSP, CTFA, CFP, CPE and CPA credit is available.