Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Saturday, April 27, 2019

CLE on For Better or for Worse: Spousal Rights in Retirement Plans

CLEThe American Law Institute is holding a webcast entitled, For Better or for Worse: Spousal Rights in Retirement Plans, on May 14, 2019 from 12:00 to 1:30 PM Eastern. Provided below is a description of the event.

Why You Should Attend
While the available tax incentives motivate more and more people to hold substantial wealth in qualified plans and individual retirement accounts, many plan participants don’t understand how the distributions work or how to pass that tax benefit on to their beneficiaries. Who can be a designated beneficiary? How do the distribution options change for beneficiaries that are spouses vs. non-spouses? What happens when the account owner is divorced or remarried?

In this 90 minute webcast, we’ll explore how spousal rights to retirement plans can vary from state to state and what your clients can to do ensure that their assets go to their intended party.

What You Will Learn
The presenters, all highly experienced estate planning practitioners and Fellows of the American College of Trust and Estate Counsel (ACTEC), will review:

    • The impact of Windsor and Obergefell on retirement plan benefits in same-sex unions
    • Spousal rights in retirement plans subject to ERISA
    • How spousal rights can vary considerably among the common law and community property states
    • ERISA preemption of state laws
    • Case studies illustrating spousal rights in both common law and community property states
    • Best practices in planning to maximize chances that clients’ intended outcome will occur


Conferences & CLE, Current Affairs, New Cases, Non-Probate Assets | Permalink


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