BBA Event Recap: Estate Planning with Retirement Benefits – Part II

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Program Date: Friday, September 23, 2016

PanelistSuma V. Nair, Goulston & Storrs

Program Chairs: Sara Goldman Curley of Nutter McClennen & Fish LLP, and David L. Silvian of Day Pitney LLP, co-Chairs of the Estate Planning Committee

Materials:  To view the program materials, click here.

Summary of Program Topic:  This program provided an in-depth review of estate planning with retirement benefits as a follow up to last spring’s introductory program.  It included a discussion of the different options for a surviving spouse who receives retirement benefits, drafting tips, traps for the unwary, the practical issues that arise when it comes time to implement beneficiary designations, and ideas to fix issues that come up during estate administration.