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

Legal and Tax Consid...

In “Choosing the Right Business Entity,” I will walk through the issues that matter most...

AI and Legal Ethics...

AI is impacting virtually every corner of practicing law. Increasing AI usage has revealed myriad ri...

Litigation Strategie...

This program is geared towards lawyers, experts, commercial property owners, and others in the envir...

Introduction to Gove...

Contracting with the Federal Government is not like a business deal between two companies or a contr...

Domestic Violence as...

This program reframes domestic violence through the lens of “intimate terrorism,” equipp...

Crimmigration Defens...

This program addresses the critical intersection of criminal and immigration law, focusing on how mi...

Electronic Informati...

Electronic information is a common feature of criminal investigations and prosecutions, both federal...

Reinventing Project ...

The landscape of global finance is undergoing a seismic shift as traditional assets migrate to the b...

Oral Advocacy: Winn...

For most new attorneys, learning how to frame an oral argument can be a daunting task.   L...

Vibecoding for Lawye...

This program provides attorneys with a practical and ethical framework for understanding and respons...