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Estate Planning for Retirement Accounts

Date

10.29.2009

Time

8:30 - 10:30 a.m.

Host

The Connecticut Society of Certified Public Accountants

Location

Easton Public Library
Center Road and 691 Morehouse Road
Easton, CT

Event Information

In this presentation, Dan Daniels and David Leibell, partners in Wiggin and Dana LLP, will review estate planning for retirement accounts.  Topics covered will include:

  • Overview of the minimum distribution rules
  • How to name a trust as beneficiary
  • Using retirement assets for charitable planning
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