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Oct. 25th Courtroom Seminar - IRA Beneficiary Designations
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Beneficiary Designations can take you to unexplored planning worlds. Let’s Explore Together.

10/25/2017
When: 12:00 PM
Where: Santa Clara County Superior Court
191 North First Street
Department 12
San Jose, California  95113
United States
Presenter: Elijah Keyes, Esq.
Contact: Jim Griffiths


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IRA Beneficiary Designations – Where is your Creativity?!
Stepping from the Banal to the Best

Beneficiary Designations can take you to unexplored planning worlds. Let’s Explore Together.

Proper Beneficiary Designations
Can Avoid Tax Conflagrations,
Protect Those in Other Nations,
and Preserve Assets For Generations.

Have you have wondered:
  • what is really needed for a beneficiary designation?
  • what is an IRA Trust and how to use it?
  • what are some hidden pitfalls in beneficiary designations?
  • what can retirement accounts be used for?

Attorney Elijah Keyes will discuss these issues and much more.


Presenter:

Elijah Keyes, Esq.


MCLE Credit:

General: 1 Hour

Estate Planning Specialization: 1 Hour

 

Cost: 

$20 - Members
$30 - Non-member
$10 surcharge for registrations on the day of the event
No refunds will be provided for cancellations after Oct. 23, 2017

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