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December 3, 2020 11:00 AM

All estate planners need to consider beneficiary designations for non-probate assets. In this CLE, we will discuss 1) the assets controlled by beneficiary designations, and the impact of beneficiary designation assets on estate planning, 2) special considerations for certain beneficiary designation assets, including life insurance and retirement accounts, and 3) best practices for drafting beneficiary designations. Featuring special guest Hon. John Owens with farewell remarks. Register on-line or contact Susan Hearn at shearn@mcba.org.
Credit Status: Approved
  • Professional Practice (1)
  • Graham S. Leonard

  • Hon. John M. Owens