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Trusts & Estates CLE Event

  • Tuesday, March 24, 2015
  • 12:00 PM - 1:30 PM
  • Goulston & Storrs, 400 Atlantic Ave, Boston, MA
  • 32


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Trusts & Estates CLE Event

March 24, 2015 from 12-1:30 at the Conference Center at Goulston & Storrs, 400 Atlantic Ave., Boston, MA 

Speaker: Suma Nair, Partner at Goulston & Storrs who will speak about Retirement Benefits and Estate Administration.

This session will provide an overview of the special issues that arise when administering an estate with retirement benefits, including a discussion of the deadlines associated with the death of the participant, how to transfer accounts from the participant’s name to the beneficiaries, how to deal with disclaimers and other practical issues that arise when it comes time to implement beneficiary designations.

Drinks, dessert and fruit will be provided; feel free to bring your own lunch.

Seating is limited to the first fifty (50) registrations

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