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

Defense Strategies f...

Class action waivers in arbitration agreements remain enforceable, but a decade of U.S. Supreme Cour...

Currency Reporting i...

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

Arbitration or Trial...

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

What Helps Until it ...

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

The Perfectionism Pa...

Perfectionism is often rewarded in the legal profession. It drives attention to detail, thorough pre...

Winning Military Pay...

I was wrongfully separated from the military and I will get no military pay and disability retiremen...

How To Win Bid Prote...

During this course you will take a deep dive into federal bid protest litigation at the U.S. Court o...

Trade Secret Litigat...

This course on trade secrets litigation provides real-world best practices through all key stages of...

Preventing Death by ...

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

Corporate Counsel’...

Class action litigation continues to expand in both number of filings and monetary exposure, with se...