Events

Retirement Plan Distributions Revisited

October 04, 2007

1:00 PM - 3:00 PM EDT

Thomas W. Abendroth, a partner in Schiff Hardin's nationally recognized Private Clients, Trusts and Estates Group, will co-present this telephone briefing on "Retirement Plan Distributions Revisited." This is the seventh in the Trust and Estate Planning series of teleconferences presented by the American Bankers Association.

Topics covered in this session include:

  • Beneficiary designation options
  • Preserving rollover opportunities
  • Conduit trusts
  • Separate share rules
  • Illustrations of situations involving unfavorable beneficiary designations, charitable remainder trusts and non-citizen surviving spouses  


To register, visit: http://www.aba.com/teleweb/tb100407.htm.