Estate Planning for Retirement Accounts

October 29, 2009
Easton Public Road and 691 Morehouse CT

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

Resources