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

How to Comply with t...

This follow?on CLE builds on National Security & Data Privacy: Complying with the Bulk Data...

The Changing Landsca...

Over the past year, the Patent Trial and Appeal Board (PTAB) has undergone a dramatic policy shift r...

Litigation Strategie...

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

Rethinking Harm in C...

This program introduces psychosocial evaluations as a valuable tool in civil litigation, particularl...

Effective Advocacy i...

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

Litigating at Civili...

My contract was terminated and the contracting officer did not pay my invoices – what can I do...

White Collar Sentenc...

This program examines mitigation strategies for white-collar defendants in the post-Booker sentencin...

Artificial Intellige...

Join us for Part 2 of a program tailored for attorneys seeking a better understanding of the ongoing...

Borderline Personali...

This program provides a comprehensive framework for integrating Borderline Personality Disorder (BPD...

Blockchain & Cryptoc...

This CLE program gives attorneys a practical command of the legal, regulatory, and ethical issues ar...