Lathrop GPM attorneys Allie Itami and Sara Hire will walk through key legal and tax considerations that arise when retirement accounts grow beyond personal retirement needs. From alternative investments to estate tax...more
8/7/2025
/ 401k ,
Alternative Investment Funds ,
Asset Management ,
Beneficiary Designations ,
Charitable Donations ,
Estate Planning ,
Estate Tax ,
Fiduciary ,
Financial Adviser ,
High Net-Worth ,
Income Taxes ,
Individual Retirement Account (IRA) ,
Prohibited Transactions ,
Retirement Funds ,
Retirement Plan ,
Tax Planning ,
Trustees ,
Wealth Management ,
Webinars