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Pitfalls to Avoid When Including Benefits to Inherit in an Estate Plan

 

Gain an understanding on how to include benefits in an estate plan.

Estate planning with employee benefits can be very complex and choosing the wrong beneficiary or form of benefit can have unanticipated and unintended consequences. This topic will help you identify the issues what you must think about when estate planning with employee benefits and the consequences of the plan upon your client, whether that client is the employee or the beneficiary of such benefit.

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Pitfalls to Avoid When Including Benefits to Inherit in an Estate Plan

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Pitfalls to Avoid When Including Benefits to Inherit in an Estate Plan

Faculty

Judith A. Flory, Esq.

Judith A. Flory, Esq.

The Law Offices of Judith A. Flory, PLLC

  • Attorney with The Law Offices of Judith A. Flory, PLLC
  • Practices in the areas of estate planning, estate administration, taxation, business and corporate law, qualified retirement plans, employee benefit planning, and buying and selling businesses
  • Frequently lectures on estate planning, estate taxation, closely held businesses and complex issues concerning the establishment of retirement plans and tax issues related thereto
  • J.D. degree, cum laude, Albany Law School; B.A. degree in political science, cum laude, Siena College
  • Can be contacted at 518-449-1421 or [email protected]
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Pitfalls to Avoid When Including Benefits to Inherit in an Estate Plan

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