Video

  • 35 minutes

Foundation Concepts of Inheriting an IRA or Employer Sponsored Retirement Plan

 
Michelle L. Ward, J.D., LL.M., CSEP is a partner with Keebler & Associates, LLP with the majority of her work being in estate planning with primary focus on retirement distribution planning. In this video, Michelle with address the foundational concepts of inheriting an IRA or employer sponsored retirement plan.
Runtime: 35 minutes

Agenda

Faculty

Michelle L. Ward, J.D., LL.M.

Michelle L. Ward, J.D., LL.M.

Keebler & Associates, LLP

  • Partner with Keebler & Associates, LLP
  • Emphasis in estate planning with primary focus on retirement distribution planning
  • Co-author of Panel Publishing's Roth IRA Answer Book and Quick Reference to IRAs and AICPA's The Small Business Jobs Act of 2010: Tools, Tips, and Tactics
  • Written articles appearing in Trusts & Estates, Investments and Wealth Monitor, and Journal of Retirement Planning
  • Member of the editorial advisory board of Informa Media’s Trusts and Estates magazine and associate editor of Journal of Financial Service Professionals
  • LL.M. degree in estate planning from Western New England College of Law; J.D. degree, University of Wisconsin-Madison Law School; B.A. degree, University of Wisconsin-Madison
  • Can be contacted at [email protected]

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