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

2026 Consumer Protec...

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

Sexual Orientation A...

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

Religion and Reasona...

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

Navigating Governmen...

Contracting with the Federal Government is not like a business deal between two companies or a contr...

VAWA Petitions: Psyc...

This program examines the role of psychosocial evaluations in spousal abuse-based immigration petiti...

Litigating at Civili...

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

AI Agents in Your Fi...

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

Borderline Personali...

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

Generative AI for Li...

Explore the transformative potential of generative AI in modern litigation. “Generative AI for...

Best Behavior: Effec...

This program will address the ethical obligations of Lawyer Advocates representing clients in arbitr...