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

Beyond the Prompt: H...

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

Sexual Orientation A...

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

Brand Rent and 4 Oth...

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

Digital Organization...

Decentralized Autonomous Organizations (DAOs) and other digital-native structures have moved from ni...

Legal Challenges in ...

Use of artificial intelligence and other automated tools for performance and predictive analytics in...

GDPR in Practice: Da...

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

Communication, Trust...

Effective representation depends on trust, communication, and responsiveness, yet these can break do...

Religion and Reasona...

Discussion of religion and reasonable accommodation in the workplace. Thanks to the United States Su...

Litigation Strategie...

This program is geared towards lawyers, experts, commercial property owners, and others in the envir...

Export Controls Comp...

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