The Client Wants to Name a Trust as the Beneficiary of the Retirement Plan ... Now What?

27 Jun , 2024

To register for the upcoming live webinar, please Click Here

The seminar will explore the advantages and disadvantages of a variety of trust strategies and other arrangements currently available to retirement plan owners who do not wish leave their retirement plans outright to their heirs at death. Trust strategies to be discussed include conduit trusts, accumulation trusts, and testamentary charitable remainder unitrusts. Charitable gift annuities and outright bequests to donor advised funds and private foundations comprise the other arrangements to which attention will be given. Each trust strategy and each other arrangement will be examined for use with each of the five types of eligible designated beneficiary and also with heirs who do not qualify as such.

To register for the upcoming live webinar, please Click Here

More Webcasts

U Visa Petitions: Le...

This program provides attorneys with a comprehensive framework for incorporating psychosocial evalua...

White Collar Sentenc...

This program examines mitigation strategies for white-collar defendants in the post-Booker sentencin...

VAWA Petitions: Psyc...

This program examines the role of psychosocial evaluations in spousal abuse-based immigration petiti...

Navigating Governmen...

Contracting with the Federal Government is not like a business deal between two companies or a contr...

Rethinking Harm in C...

This program introduces psychosocial evaluations as a valuable tool in civil litigation, particularl...

Best Behavior: Effec...

This program will address the ethical obligations of Lawyer Advocates representing clients in mediat...

Mastering Courtroom ...

Philip A. Greenberg, Esq., who has been a litigator in the State and Federal Courts for 52 years, ha...

Cybersecurity Compli...

This course analyzes federal contractor cyber security obligations under the Federal Acquisition Reg...

Complex Trauma in Cr...

This program explores the impact of complex trauma on criminal defendants through a developmental an...

Latest Trends in Bid...

Learn about the best strategies and tactics to file bid protests at the agency level, U.S. Governmen...