A beneficiary designation is a simple, informal way to pass certain types of benefits to a beneficiary outside one’s estate. Or is it? Attend this program with tax and estate planning expert Jos Herman and gain critical insight into how beneficiary designations interact with – and sometimes conflict with – the broader estate plan, potentially leading to disputes, tax surprises, and unintended consequences. You will learn:
when and how beneficiary designations override the will
tax implications of naming an adult child as a beneficiary and why the estate may be on the hook
how to structure plans for efficient probate and estate administration
whether and when an attorney for property can update a beneficiary designation
strategies for extracting value from corporations using designations
Don’t risk gaps in your client’s estate plan. This convenient, practical webinar will help you ask the right questions, spot red flags, and ensure your client’s entire plan works together – from wills to registered accounts to corporate assets. Secure your spot today!
Live webinar with chat includes 60 day replay. This program features real-time video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.