Spouses Dividing Retirement Assets During Life 2021 | American Bar Association (ABA) | 26 August 2021 | Online event
Venue
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| Event Date | Thu Aug 26 EDT (over 3 years ago) |
| Location | Online event |
| Region | All |
Details
The American Bar Association
Our mission is to serve equally our members, our profession, and the public by defending liberty and delivering justice as the national representative of the legal profession.
• Serve Our Members
• Advocate for the Profession
• Eliminate Bias & Enhance Diversity
• Advance the Rule of Law
Hear from the experts on how to divide qualified retirement plans and IRAs during the life of the participant/owner, and how such a division can help a spouse in need of government benefits qualify for the benefits but increase the other spouse’s income. Additional discussion will relate to asset protection, state death tax, and income tax planning.
Speakers
2021 Speakers
MODERATOR:
Lori Oliphant, Winstead PC, Dallas, TX
PANELISTS:
Steve Gorin
Thompson Coburn LLP, Saint Louis, MO
Marshal Willick
Willick Law Group, Las Vegas, NV
Edwin Morrow
Huntington Bank, Springboro, OH
Robert Clofine
The Elder Law Firm of Robert Clofine, York, PA
Nancy Welber
Nancy H. Welber, PC, Farmington Hills, MI
Sponsors & Partners
2021 Sponsors
• Joint Committee On Employee Benefits
• Business Law Section
• Health Law Section
• Section of Labor and Employment Law
• Section of Real Property, Trust and Estate Law
• Section of Taxation
• Tort Trial and Insurance Practice Section
EXTERNAL SPONSORS:
• American College of Employee Benefits Counsel