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

Brand Rent and 4 Oth...

Trademark doctrine was built for a marketplace that no longer exists, leaving practitioners to litig...

Latest Trends in Bid...

Learn about the best strategies and tactics to file bid protests at the agency level, U.S. Governmen...

Complex Trauma in Cr...

This program explores the impact of complex trauma on criminal defendants through a developmental an...

Beyond the Prompt: H...

ChatGPT is rapidly entering law firm workflows, including drafting, summarizing, brainstorming, lega...

Building Inclusive L...

This interactive course is designed to equip legal professionals with the knowledge, tools, and stra...

False Claims Act...

Between 1986 and now, the U.S. Government collected approximately $85 billion from Federal Contracto...

The Bulk Sensitive D...

The “Preventing Access to U.S. Sensitive Personal Data and Government-Related Data by Countrie...

Complying with the M...

This course will provide a detailed overview of the Medicare Secondary Payer act as well as provide ...

Sexual Orientation A...

This program focuses on asylum claims based on sexual orientation, addressing the unique clinical, c...

Best Behavior: Effec...

This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...