Estate Planning Issues with Beneficiary Designations and Custodial Implementation

This session will provide insight into how estate planning goals of clients and planners are practically implemented by custodial firms in relation to beneficiary designations of retail accounts and retirement accounts. It will examine the limitations and options that custodians may have in achieving the desired results requested by estate planners and clients.

Learning Objectives:
1.    Learn about estate planning structures related to retain accounts and retirement accounts
2.    Decipher strategic options when working with custodial firms
3.    Achieve practical solutions for clients' goals