June 18, 2013
A Conversation with Nationally Recognized Speaker Christopher Hoyt
Topics Will Include:
Planning for lifetime retirement plan withdrawals and transferring retirement assets after death.
The unique impact of portability on retirement accounts.
Is portability better than using an IRA to fund a credit shelter trust or a QTIP trust?
What are the best ways to make charitable uses of retirement assets? What are the traps and how can they be easily overcome?
RSVP by June 14 to 616.284.4925
Christopher Hoyt has served as the Chair of the American Bar Association's Committee on Charitable Organizations and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a "Best Lawyer." He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils. He is a frequent speaker and has been quoted in numerous publications, including The Wall Street Journal, Forbes, MONEY Magazine, The New York Times and The Washington Post.
Thousand Oaks Golf Club, 4100 Thousand Oaks Dr. NE, Grand Rapids