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

Navigating the Lifec...

Class action litigation presents significant legal and business challenges for employers and corpora...

What Helps Until it ...

The practice of law places legal professionals under extraordinary and often chronic stress, making ...

Currency Reporting i...

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

Exit on Your Terms: ...

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

How to Respond to Sh...

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

Arbitration or Trial...

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

Correcting Military ...

Incorrect military records prevent active duty and reserve Soldiers, Airmen, Guardians, Marines, Sai...

Restoring Second Rig...

During this course you will learn about the Federal Firearm Rights Restoration program and the Feder...

Preventing Death by ...

Lawyers lose hundreds of billable and operational hours every year to poorly managed meetings. Unfoc...

POLAROID at 65 - Lik...

This program examines the legal standards and factors courts throughout the United States apply when...