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Oct 24th Estate Planning Breakfast CLE
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Retirement Benefits Update

When: Tuesday, October 24, 2017
7:45 AM until 9:15 AM
Where: Fiddlers Elbow Country Club
811 Rattlesnake Road
Bedminster, New Jersey  07921
United States
Contact: Jayne C. Kredatus

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Greater Middlesex Somerset Estate Planning Council & MCBA

Retirement Benefits Update
Tuesday, October 24th @ 7:45 a.m.
Fiddler's Elbow CC, 811 Rattlesnake Road, Bedminster


Leonard J. Witman, Esq.
Witman Stadtmauer, PA

Mr. Witman will discuss the following:

  • Pension 2017 COLAs
  • Retirement Benefits an Intregal Component of Estate Planning
  • Using Portability in Lieu of a Credit Shelter Trust When Primary Asset is Retirement Assets
  • Lifetime Required Minimum Distributions – Uniform Table
  • Table to be Used When Designated Beneficiary (Non-Spouse/Surviving Spouse) is not the Sole Beneficiary
  • Direct Transfer of IRA Funds to a Qualified Public Charity by an IRA Owner
  • Key Factors When Considering a Roth IRA Conversion
  • Splitting the Traditional IRA into Multiple IRAs Prior to the Roth Conversion
  • Analysis of Stretch Out IRAs Under Different Spousal Beneficiary Options

This program has been approved by the BCLE of the Supreme Court of NJ for 1.2 hours of total CLE credit. (Approved CLE Courses in NJ are Recognized for CLE Credit in NY.)

Registration is through the Greater Middlesex/Somerset Estate Planning Council

To RSVP: RSVP Form or contact Jayne Kredatus @ 908.963.5463/

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MCBA Partners

Middlesex County Bar Association | 87 Bayard Street | New Brunswick, NJ 08901
Tel: 732.828.3433 | | Fax: 732.828.5826