WHEN: November 10, 2025 1:00pm – 2:30pm
Richard Miller, Chair of our Elder Law Practice at Mandelbaum Barrett PC, will be co-presenting in a BARBRI CLE webinar on Beneficiary Designations in Estate Planning.
🗓 Date: November 10th
⏰ Time: 1:00 PM ET
Key Topics Include:
✔ Transfer-on-Death (TOD) & Payable-on-Death (POD) designations
✔ IRAs & retirement account planning
✔ Impact of the SECURE 2.0 Act
✔ Best practices to avoid conflicts with wills and trusts
Beneficiary designations may seem straightforward, but they can dramatically alter the outcome of an estate plan if not handled carefully.