As part of the RPPTL Practice Series, this program will address common problems encountered with IRA beneficiary designations and potential strategies for resolving them. Examples to be studied include death or divorce of designated beneficiaries, lost or missing beneficiary designations, disputed beneficiary designations, incomplete or ambiguous beneficiary designations, and creditor issues, along with special considerations to have in mind when naming trusts or charities as designated beneficiaries.
12:00 PM - 12:50 PM
RPPTL Practice Series: Resolving Defective or Deficient IRA Beneficiary Designations
Alfred J. Stashis, Jr., Naples