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

Effective Advocacy i...

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

Federal Contractor R...

During this course, you will learn about best practices and strategies for retaining intellectual pr...

Identifying and Miti...

This program provides attorneys with a practical examination of how legal, regulatory, and liability...

Federal Contractor B...

As the largest purchaser of goods and services in the world, the United States Government requires f...

Freedom of Informati...

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

Litigating at Civili...

My contract was terminated and the contracting officer did not pay my invoices – what can I do...

The AI Trap: How Leg...

Many law firms now rely on AI?driven research, drafting, and workflow tools without fully understand...

AI Blockchain and Cr...

This CLE program equips attorneys to advise clients on the legal, regulatory, and ethical issues ari...

Cybersecurity Compli...

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

Religion and Reasona...

Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...