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

Year in Review – K...

2026 was a very important year when it comes to federal procurement developments, Artificial Intelli...

How To Win Bid Prote...

During this course you will take a deep dive into federal bid protest litigation at the U.S. Court o...

Currency Reporting i...

This program provides trial attorneys with a thorough grounding in the three principal currency repo...

How to Buy a Law Fir...

The legal industry is in the middle of the largest generational transfer of law firm ownership in it...

POLAROID at 65 - Lik...

This program examines the legal standards and factors courts throughout the United States apply when...

There’s a Reporter...

You’ve arranged to speak with a reporter. Do you know how to deliver insights that are memorab...

The New Patent Wars:...

Artificial intelligence is reshaping the strategy and economics of patent litigation, from locating ...

When the Court Uses ...

Most lawyers are aware of the high-profile cases in which attorneys were sanctioned or otherwise dis...

Preventing Death by ...

Lawyers lose hundreds of billable and operational hours every year to poorly managed meetings. Unfoc...

NDAs: Beware the Rou...

Confidentiality Agreements (also called NDAs) are too often treated as routine.  So routine, th...