Retirement accounts are often the largest financial asset clients hold, yet they are frequently overlooked in estate and investment planning. As these accounts grow and diversify, so do the risks of missteps that can trigger...more
10/2/2025
/ 401k ,
Beneficiaries ,
Charitable Remainder Trust ,
Estate Planning ,
Individual Retirement Account (IRA) ,
Prohibited Transactions ,
Qualified Charitable Distributions ,
Required Minimum Distributions ,
Retirement Plan ,
SECURE Act ,
Tax Planning
Lathrop GPM attorneys Allie Itami and Sara Hire will walk through key legal and tax considerations that arise when retirement accounts grow beyond personal retirement needs. From alternative investments to estate tax...more
8/7/2025
/ 401k ,
Alternative Investment Funds ,
Asset Management ,
Beneficiary Designations ,
Charitable Donations ,
Estate Planning ,
Estate Tax ,
Fiduciary ,
Financial Adviser ,
High Net-Worth ,
Income Taxes ,
Individual Retirement Account (IRA) ,
Prohibited Transactions ,
Retirement Funds ,
Retirement Plan ,
Tax Planning ,
Trustees ,
Wealth Management ,
Webinars