Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement.
Many clients believe that executing estate planning documents alone constitutes completing a comprehensive estate plan. While important, estate planning documents alone are but one consideration. Retirement assets generally pass pursuant to the beneficiary designation. This presentation will help attorneys and paralegals understand the importance of beneficiary designations and how to coordinate them with the estate plan to ensure a smooth transition of assets upon the death of a decedent.
Agenda
Faculty
Tereina Stidd, J.D., LL.M.
American Academy of Estate Planning Attorneys, Inc.
- Director of Education at the American Academy of Estate Planning Attorneys, a national organization dedicated to promoting excellence in estate planning
- Co-Author Chapter 6 Homestead in Basic Estate Planning in Florida, 6th-11th ed., published by the Florida Bar
- Member of the Tax and Real Property, Probate, and Trust Law Sections of the Florida Bar
- J.D. degree, the Claude W. Petit College of Law at Ohio Northern University; LL.M. degree in taxation, the University of Miami School of Law; B.A. degree in political science, cum laude, St. Bonaventure University
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