Resources for Wealth Planning Professionals

Spouses Dividing Retirement Plan Assets During Life


Recorded Friday, June 11, 2021

No CLE credit for this session.

The American College of Trust and Estate Counsel (ACTEC) is pleased to present this special joint presentation with the American Academy of Matrimonial Lawyers (AAML).  The panel discussed how to divide qualified retirement plans and IRAs during the life of the participant/owner;  how such a division can help a spouse in need of government benefits qualify for the benefits but increase the other spouse’s income; and selected asset protection, state death tax, and income tax planning benefits. 

ACTEC Panelists:

AAML Panelist:

Marshal S. Willick, Willick Law Group