8:30 - 10:30 a.m.
The Connecticut Society of Certified Public Accountants
Easton Public Library
Center Road and 691 Morehouse Road
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