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11/10/14


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My Clients Have Primarily Retirement Assets – How Do I Plan Their Estates?

Date: November 10, 2014

Time: 11:45am - 1:00pm

Speaker(s): Steven A. WiddesCaroline Ford Bonaviri

Event Type: Speaking Engagement

Sponsored By: Bar Association of Montgomery County, Estate & Trust Law Section

Location: Shulman, Rogers, Gandal, Pordy & Ecker, PA, 12505 Park Potomac Ave, 6th Floor, Potomac, Maryland 20854

Steve Widdes and Caroline Bonaviri will present “My Clients Have Primarily Retirement Assets – How Do I Plan Their Estates?” to a group of local attorneys on November 10. Frequently, estate planning clients’ assets are comprised primarily of IRAs and other qualified plan assets. In light of the changing world of estate planning, the greater role of asset protection, higher income tax rates, estate tax factors and the clients’ goals and concerns, Mr. Widdes and Ms. Bonaviri will outline multiple planning alternatives and suggested approaches estate planners should consider when advising clients with estates heavy in retirement plans.

For estate planning considerations, they will discuss:

  • Estate Tax Considerations
  • Naming a Surviving Spouse as Beneficiary of Qualified Plans and IRAs
  • Naming a Non-Spouse Beneficiary of Qualified Plans and IRAs
  • Use of Disclaimers
  • Naming a Charity as Beneficiary of an IRA or Qualified Plan
  • Beneficiary Designation Language

Mr. Widdes and Ms. Bonaviri will also review requirements for distributions that apply during the life of, and following the death of, the IRA’s or Qualified Plan’s owner.


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