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

Data Privacy Year in...

In today’s fast-evolving digital landscape, data privacy is no longer just a compliance checkb...

The GENIUS Act Expla...

The GENIUS Act — signed into law on July 18, 2025 — marks the first comprehensive U.S. l...

Practical Guide to O...

This program will cover the sources from which practitioners can gather documents, witnesses, and ot...

Everything You Ever ...

Food, sex, exercise – all may involve a variety of commonly enjoyed experiences that are healt...

Choosing Legal Malpr...

This one-hour program will look at the key differences in policies available in the marketplace, dif...

What Should I Do? ...

"I think he drinks too much - but he's my boss!" “She's the firm's rainmaker, but something i...

Capacity and Profess...

Decision making capacity and professional responsibility should be at the top of every attorney's li...

Navigating Rule 8.4(...

Bias and discrimination continue to shape workplace dynamics, legal practice, and professional respo...

Leaving Government E...

Leaving federal government employment for the private or nonprofit sector raises important ethics is...

Agentic AI and the P...

The course will begin by describing what Agentic AI is and how it differs from Generative AI; how it...