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

Don’t Do That! A P...

Don’t Do That! is a CLE program devoted to specific, fact-based situations that family law pra...

Attorney Licensure a...

Substance use disorders and mental health challenges can affect any attorney regardless of gender, c...

Art of Settlement - ...

This 1-hour program provides a comprehensive exploration of the ethical and compliance challenges in...

Master Trial Series ...

Session 4 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over 50 years, ...

Truth or Tech - Navi...

As technology advances, the manipulation of digital content has become more sophisticated and access...

Trust Drafting Inten...

In this presentation, Vanessa Terzian uses examples from actual client documents to demonstrate comm...

Maintaining Ethical ...

Join Steve Herman on December 8, 2025, for "Maintaining Ethical Standards: Essential Strategies for ...

Winning Opening & Cl...

In addition to the fears about Opening Statements and Closing Arguments that lawyers know about &nda...

Shareholder Fiduciar...

This session provides an in-depth examination of the fiduciary duties that both minority and majorit...

Tactics for Dealing ...

Aggressive litigation tactics can derail proceedings, intimidate parties, and challenge even the mos...