Thursday, April 12, 2007
7:30 a.m. - 9:30 a.m. Breakfast and Program
The Cardinal Club
150 Fayetteville Street Mall
Suite 2800
Raleigh, NC
Program Topic:
Retirement Accounts Planning: An Estate Planner's Perspective
For many Americans, qualified plans and IRAs represent the largest part of their estates which, in some cases, surpasses the value of their homes. This discussion will cover practical estate planning techniques clients can use to better coordinate the after-death distribution of wealth contained in retirement accounts to beneficiaries. An overview of several types of trust strategies will be given, such as IRA Trusts (both Conduit and Accumulation trusts), QTIP Trusts for second marriage scenarios, Special Needs Trusts, and Charitable Trusts. Proper treatment of retirement accounts in a client's estate plan can provide beneficiaries with a lifetime of income and superior wealth-building opportunities while being competently managed and invested by a financial advisory firm.
Presenter:
John Marold
John Marold's estate planning law practice is located in Chapel Hill. He is a graduate from the University of Wisconsin, Madison. John received his law degree (J.D.) from the University of North Carolina School of Law. While in law school, he served as an editor and was published in the North Carolina Banking Institute Journal. He also had the honor of serving as an intern for the Honorable Judge W. Earl Britt of the Federal Court of the Eastern District of North Carolina.
John is a member of the North Carolina State Bar, North Carolina Bar Association, Durham Orange Estate Planning Council, and the National Academy of Elder Law Attorneys (NAELA). He is admitted to practice before the Federal Court of the Middle District of North Carolina, Federal Bankruptcy Court of the Middle District of North Carolina and the U.S. Tax Court.
MEET OUR CORPORATE SPONSOR:
John Hancock Funds
Larry Little
(800) 225-6020
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