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

Year in Review – K...

2026 was a very important year when it comes to federal procurement developments, Artificial Intelli...

How to Respond to Sh...

Adverse and derogatory information often has devastating effects on a contractor's ability to win co...

There’s a Reporter...

You’ve arranged to speak with a reporter. Do you know how to deliver insights that are memorab...

The New Patent Wars:...

Artificial intelligence is reshaping the strategy and economics of patent litigation, from locating ...

Exit on Your Terms: ...

Turn decades of client relationships into lasting equity. This practical CLE shows attorneys how to ...

Arbitration or Trial...

This program examines the scope, jurisdiction, and exceptions to the Federal Arbitration Act (FAA), ...

Federal Contractor B...

As the largest purchaser of goods and services in the world, the United States Government requires f...

Federal Titling, Ind...

This course analyzes federal titling and indexing requirements and how to expunge or amend your reco...

Currency Reporting i...

This program provides trial attorneys with a thorough grounding in the three principal currency repo...

When the Court Uses ...

Most lawyers are aware of the high-profile cases in which attorneys were sanctioned or otherwise dis...