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

1099 and W-9 Update ...

This CLE program covers the most recent changes affecting IRS information reporting, with emphasis o...

Litigation Series: S...

Part 2 - This program will continue the discussion from Part 1 focusing specifically on cross?examin...

Litigation Series: M...

This companion program to Part 1 goes deeper into the rhetorical power of Shakespeare, emphasizing h...

Litigation Series: S...

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

Generative AI for Li...

Explore the transformative potential of generative AI in modern litigation. “Generative AI for...

Eyewitness Identific...

In this course, Dr. Carlson will present a broad overview of what scientific research has discovered...

Key Differences Betw...

This session highlights the legal and compliance implications of divergences between GAAP and IFRS. ...

Listening Is the Law...

This program explores listening as a foundational yet under-taught lawyering skill that directly imp...

Litigation Series: S...

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

Striking the Right C...

This presentation provides an overview of copyright law particularly as it applies to music. The pre...