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Beneficiary Designations and Cross-Border Estate Issues

Business

Beneficiary Designations and Cross-Border Estate Issues

Course 40656A · 2 hrs · CPA

Naming the wrong beneficiary on a retirement account or life insurance policy can undo even the most carefully drafted estate plan. This course covers how to evaluate and coordinate beneficiary designations across retirement plans and insurance products, then addresses the added complexity of estate planning when clients have assets or family members in multiple countries. Professionals advising clients with international ties or significant retirement assets will find practical, actionable guidance throughout this course.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA
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NASBA Area: Finance

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Beneficiary Designations and Cross-Border Estate Issues
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