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

The Loneliness Epide...

Loneliness isn’t just a personal issue; it’s a silent epidemic in the legal profession t...

Top Ten Tips for Dra...

In the rapidly evolving landscape of employment law, arbitration agreements have become a cornerston...

Litigation Series: E...

Part 2 - This program will continue the discussion from Part 1 focusing specifically on cross?examin...

Best Behavior: Effec...

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

Building Inclusive L...

This interactive course is designed to equip legal professionals with the knowledge, tools, and stra...

Depositions: Say tha...

In this seminar, we will talk about the process of taking a deposition, why you should (or should no...

National Security & ...

In an era of heightening geopolitical tension, the protection of sensitive personal data has moved f...

Law in the Age of La...

Large World Models (LWMs)— the next generation of AI systems   capable of generating...

Resilience in the Wo...

Resilience in the Workplace, delves into the critical importance of resilience in navigating the cha...

Intellectual Propert...

This program will address some of the most common intellectual property (IP) issues that arise in co...