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

Trade Secret Litigat...

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

Preventing Death by ...

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

Exit on Your Terms: ...

Turn decades of client relationships into lasting equity. This practical CLE shows attorneys how to ...

Federal Titling, Ind...

This course analyzes federal titling and indexing requirements and how to expunge or amend your reco...

Restoring Second Rig...

During this course you will learn about the Federal Firearm Rights Restoration program and the Feder...

Navigating the Lifec...

Class action litigation presents significant legal and business challenges for employers and corpora...

Correcting Military ...

Incorrect military records prevent active duty and reserve Soldiers, Airmen, Guardians, Marines, Sai...

Defense Strategies f...

Class action waivers in arbitration agreements remain enforceable, but a decade of U.S. Supreme Cour...

Federal Contractor B...

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

Litigating at U.S. C...

Join us for this presentation to learn about the U.S. Court of Appeals for the Federal Circuit litig...