Many people have retirement plans but few can fully articulate the basic rules concerning distributions from those plans. This is understandable considering the federal rules concerning retirement plan distributions are some of the most complex around.
The purpose of this course, led by attorney Spencer Reames, is to give a basic introduction to - and overview of - some of the fundamental rules so that practitioners have a general understanding of the retirement plan distribution framework.
Spencer L. Reames focuses on estate planning and litigation, representing clients throughout the New York metropolitan area in probate contests, contested accountings, discovery and other related proceedings. His practice includes conducting pretrial discovery, legal research and drafting motions
As always, best information available, in an easy format!
Very helpful and informative
Very useful information
Very informative. Enjoyed lecture.
This was an excellent primer!
Very clear presentation of complicated rules. Extremely helpful! I wish I'd seen it years ago.
Excellent presentation of complicated subject.
Mr. Reames was great - very enjoyable presentation.
Very good introduction to complex subject.
Very good presentation, provides a great foundation for estate planning (even for myself). Thank you.
This was an outstanding introductory course.
Very informative, organized presentation.
The course was excellent! I really enjoyed it!
Excellent intro to the distribution rules
He is an excellent instructor -- one of the best offered by Lawline. His materials were the best of any I have received. He should offer more courses,
Speaker was especially clear and concise. I have no experience in the subject matter. Nonetheless I was able to understand the information. This would not have happened without this individual's guidance.
excellent course. material was presented in a very professional manner.
Excellent overview of RMDs and other distribution issues.
Good program on a complicated topic
Very good course
good as an initial introduction
Great job! Love it.
Excellent course. Very informative
Nicely done. Clear and concise outline of rules. Good use of examples when needed.
Heroic effort to tour alternate distribution schemes. Clear.
Very clear and precise. Great material and presentation.
Speaker was able to convey the information well.
Excellent program --- one of the best I've attended. Clear, useful explanations of a difficult topic I've long struggled to understand and I feel like I really get it now.
VERY HELPFUL. THANKS.
Very good overview
good speaker pleasant demenor
Very important topic that applies to everyone. Not just practitioners. Great job.
Well informed speaker with ability to convey technical information very clearly.
Very good presentation - logical, easy to understand and a very good speaker.
Great for attorneys dealing with clients nearing retirement.
really enjoyed this instructor.
Very informative - good course materials as well
Well delivered and well-organized presentation.
Extremely informative CLE; will definitely re-watch and seek additional information for further insight.