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FREE WEBINAR

Essential IRA Provisions in Estate Planning, Elder Law, and Special Needs Planning

Thursday, August 12
12:00–1:00 p.m. ET
Brian F. Albee, J.D.

Register by filling out the form!

THIS WEBINAR STARTS IN

2021/08/12 11:00 AM EST

What You’ll Gain in This Webinar

Qualified retirement accounts have become the primary savings vehicle for many Americans and planning for those funds is of the highest priority for your clients.

After the plan owner dies, managing the payments of mandatory withdrawals can be essential in any estate and special needs planning law firm.

Join Brian Albee as he discusses:

  • Design options to consider when planning for families of those who own these important accounts
  • Beneficiary designations
  • Accumulation trust provisions

Who Should Attend: Attorneys and staff interested in learning about how qualified retirement accounts are of the highest priority for your clients.

Essential IRA Provisions in Estate Planning, Elder Law, and Special Needs Planning
Thursday, August 12 at 12:00 p.m. ET
45 minute presentation, 15 minute Q&A

Can't make it to the live webinar? Register and we'll automatically send you the recording and materials following the event.

About Presenter

Brian F. Albee, J.D.
Director of Law and Technology, ElderCounsel

Brian joined ElderCounsel in February of 2008 and serves as Director of Law and Technology. Prior to joining ElderCounsel, Brian was the Director of Technology for WealthCounsel, ElderCounsel’s sister company. Brian practiced estate planning law in California for several years before joining WealthCounsel. He has a keen interest in HotDocs development and helping members make the most of the software.

Brian’s primary role with ElderCounsel is the creation and maintenance of ElderDocx®, ElderCounsel’s elder law document drafting system, as well as website and other technology management for ElderCounsel.

Brian attended Golden Gate University School of Law in San Francisco, California, where he served as a Law Review associate editor.

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