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...

Correcting Military ...

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

Year in Review – K...

2026 was a very important year when it comes to federal procurement developments, Artificial Intelli...

New York City’s Pi...

New York City’s new Non-Primary Residence Property Surcharge—commonly known as the pied-...

There’s a Reporter...

You’ve arranged to speak with a reporter. Do you know how to deliver insights that are memorab...

The New Patent Wars:...

Artificial intelligence is reshaping the strategy and economics of patent litigation, from locating ...

Litigating at U.S. C...

Join us for this presentation to learn about the U.S. Court of Appeals for the Federal Circuit litig...

Currency Reporting i...

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

Napkin Litigation Fr...

Business disputes involving closely held companies, partnerships, shareholders, and informal busines...

Grand Jury Proceedin...

The bar that grand jury targets face in challenging a grand jury subpoena or seeking access to a gra...