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IRAs and Spendthrift Beneficiaries CLE & Breakfast
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IRAs and Spendthrift Beneficiaries CLE & Breakfast

2.0 hrs. CLE

When: Wednesday, May 2, 2018
8:15 AM
Where: Hillcrest Country Club
6098 Fall Creek Road
3rd Floor/Avalon III
Indianapolis, Indiana  46220
United States
Contact: Sherry Allan

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Indiana State Bar Association


IRAs and Spendthrift Beneficiaries

Sponsored by the Probate, Trust & Real Property Section

May 2, 2018




8:15 - 9:00 am            Breakfast & Registration 


9 – 11:00 a.m.             IRAs and Spendthrift Beneficiaries (2 Hrs. CLE)

                                          Patrick T. Fish, Key Private Bank


This presentation will explore the Trusteed IRA and alternative strategies available to IRA owners to best plan for deferred payment of benefits to named beneficiaries. 



$75   Probate, Trust & Real Property Section Members

$80   ISBA Members, not in the section

$90   Non-ISBA Members

$20   Non-attorneys (No CLE given) 


Cancellation Policy

A $25 service fee will be applied to cancellations received on or before 4/25/18. No refunds on cancellations received after 4/25/18. If you send someone else in your place, please provide the ISBA with that person's name.

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