IRAs in Estate Planning, Estates and Trusts
Probate and Tax May Sectional
Join us for an intuitive presentation on the various rules concerning IRAs, distribution options available in estate planning, post mortem planning for estates and trusts and the various alternatives and timelines that affect each.
SPEAKER: Thomas A. Walker, Attorney, Winthrop & Weinstine, P.A. Tom Walker joined Winthrop & Weinstine in 1989 and has since practiced employee benefits law, trusts and estate planning and general corporate law, with an expertise in the area of employee stock ownership plans (ESOPs) and business succession planning. He has a wide breadth of experience representing families, individuals and fiduciaries, including trust companies.
1 CLE Credit has been applied for.
Please let us know if you need a certificate when you RSVP.
This meeting will be held in person and via Go To Meeting. Please include your preference of attendance when you register. The Go To Meeting login will be sent to attendees prior to the meeting, a Go To Meeting call in number is also available.
Please note: MPA is no longer using Pioneer Conferencing. If you have trouble logging into Go To Meeting, please check out the Attendee User Guide from Go To Meeting.
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