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

Litigating at Civili...

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

Export Controls Comp...

What are the left and rights limits, penalties, and best practices for export controls under Interna...

Best Behavior: Effec...

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

Class Actions...

Class action litigation continues to evolve rapidly in response to an innovative plaintiffs’ b...

Artificial Intellige...

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

Brand Rent and 4 Oth...

Trademark doctrine was built for a marketplace that no longer exists, leaving practitioners to litig...

Introduction to Deri...

This program provides attorneys with a foundational understanding of derivatives and their role in m...

Artificial Intellige...

This course examines the latest legal and compliance developments in the artificial intelligence (AI...

Legal Challenges in ...

Use of artificial intelligence and other automated tools for performance and predictive analytics in...

Objectives, Obstacle...

This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...