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 walk you through the four requirements for ALL trusts: 1) Trust is valid under state law, 2) Trust is irrevocable upon death of owner, 3) Beneficiaries of the trust are identifiable from the trust Instrument, and 4) Documentation requirement is satisfied.
Agenda
Faculty
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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