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

Latest Trends in Bid...

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

AI Agents in Your Fi...

AI agents and generative AI tools are rapidly entering law firm workflows, including legal research,...

The AI Trap: How Leg...

Many law firms now rely on AI?driven research, drafting, and workflow tools without fully understand...

Electronic Payment F...

As law firms increasingly transition from paper-based disbursements to electronic payment systems&md...

Export Controls Comp...

What are the left and rights limits, penalties, and best practices for export controls under Interna...

Competency in Immigr...

This program provides immigration attorneys with an in-depth understanding of competency issues in r...

GDPR in Practice: Da...

The General Data Protection Regulation (GDPR) continues to impact legal firms and organizations worl...

Reinventing Project ...

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

2026 Consumer Protec...

State attorneys general continue to play a central and increasingly aggressive role in consumer prot...

Mastering Courtroom ...

Philip A. Greenberg, Esq., who has been a litigator in the State and Federal Courts for 52 years, ha...