Wills, Trusts & Estates Prof Blog

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

Wednesday, April 17, 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 Tuesday, May 14, 2019, from 12:00 – 1:30 p.m. 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

All registrants will receive a set of downloadable course materials to accompany the program.

Who Should Attend
All estate planners and employee benefits practitioners will benefit from attending this webcast from ALI CLE and ACTEC.


Conferences & CLE, Current Events, Estate Administration, Estate Planning - Generally, New Cases, Non-Probate Assets | Permalink


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