Joshua S. Rogers

Joshua S. Rogers

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Morgantown, WV
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(304) 225-1413
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Estate Planning with Retirement Assets

November 9, 2018
Joshua S. Rogers
West Virginia University College of Law

Utilizing Trusts as Estate Planning Vehicles for Retirement Assets

The presentation covered the role of retirement assets in modern estate planning, important deadlines of which the practitioner should be aware, use of conduit vs. accumulation trusts and the importance of beneficiary designations.

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