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

Nacha Updates, Chang...

This attorney-focused program reviews upcoming Nacha rule changes for 2026 with emphasis on legal ob...

Litigation Series: S...

Evidence Demystified Part 1 introduces core evidentiary principles, including relevance, admissibili...

Trial Demonstrative ...

A litigator’s role is to shape how key decision-makers - judges, jurors, and opposing counsel ...

Litigation Series: S...

This presentation teaches attorneys how to deliver memorized text—especially openings and clos...

MODERATED-Master Tri...

MODERATED-Session 8 of 10 -Mr. Kornblum, a highly experienced trial and litigation lawyer for over 5...

Litigation Series: S...

The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...

Litigation Series: S...

This comprehensive program synthesizes theatrical technique, psychology, communication theory, and t...

MODERATED-Legal Ethi...

Protect clients and yourself by knowing some of the more common ethical issues that can affect your ...

Litigation Series: S...

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

Scam Typologies and ...

Scam typologies help legal professionals by providing a framework to understand, identify, and preve...