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

Litigation Series: S...

This presentation examines how “sense memory,” a core acting technique, can help lawyers...

Navigating Rule 8.4(...

Bias and discrimination continue to shape workplace dynamics, legal practice, and professional respo...

Ethical Duties and E...

This CLE program examines attorneys’ ethical duties in managing electronically stored informat...

What Is GAAP? (Defin...

This course breaks down GAAP’s ten foundational principles and explores their compliance impli...

MODERATED-Master Tri...

MODERATED-Session 8 of 10 -Mr. Kornblum, a highly experienced trial and litigation lawyer for over 5...

Litigation Series: S...

This program explains the architecture of storytelling in the courtroom, using narrative arc, rhythm...

Litigation Series: S...

Part I introduces the foundational principles of cross?examination, explaining how lawyers must meth...

EBITDA vs GAAP vs IF...

Tailored for attorneys, this training demystifies EBITDA and contrasts it with GAAP- and IFRS-based ...

From High-Functionin...

“Maybe I drink more than I should, but it isn’t affecting my life-I’m ‘High-...

Litigation Series: S...

Evidence Demystified Part 2 covers key concepts in the law of evidence, focusing on witnesses, credi...