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


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

Employer-provided benefit plans may be a substantial portion of a participant's wealth that may be inherited. This presentation will help you recognize these assets and understand the impact on the beneficiary of inheriting them and the various tax consequences and distribution rules. You will also learn the importance of beneficiary designations and the pitfalls of failure to plan, update and maintain these designations on the participant's overall estate plan.



Mary Mlock, CPA

Mary Mlock, CPA


  • Partner in charge of BST Retirement Services with 30 years of experience
  • Focuses practice on employee benefits, and expertise includes design, implementation consulting, and administration of defined contribution plans and other employee benefit plans
  • Member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants
  • Bachelor’s degree in business administration, Siena College
  • Can be contacted at [email protected] or

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