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

Estate Planning Mode...

Estate planning for LGBTQ+ clients and families formed through assisted reproductive technology requ...

Objectives, Obstacle...

This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...

Real Lessons for Law...

In Part 2, Mr. Kornblum will again use segments from the movies to teach pre-trial and trial tactics...

Introduction to Deri...

This program provides attorneys with a foundational understanding of derivatives and their role in m...

The Resilience Proto...

This 60-minute session gives you a practical operating system for the mental side of legal work: how...

Trade Secret Litigat...

This course on trade secrets litigation provides real-world best practices through all key stages of...

Advanced Negotiation...

Advanced Negotiation Strategies for Lawyers explores the psychology and strategy behind successful l...

Pre-Trial Discovery ...

For at least the last half-century, the success or failure of most litigations is determined by how ...

Freedom of Informati...

During this course, we will go over your rights under the Freedom of Information Act (FOIA) and Priv...

How to Respond to Sh...

Adverse and derogatory information often has devastating effects on a contractor's ability to win co...