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

Mastering US GAAP: A...

This advanced CLE dives into complex GAAP topics relevant to attorneys advising corporate, regulator...

Litigation Series: S...

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

EBITDA vs GAAP vs IF...

Tailored for attorneys, this training demystifies EBITDA and contrasts it with GAAP- and IFRS-based ...

Litigation Series: S...

This presentation explores courtroom staging—how movement, spatial awareness, posture, and pre...

What Is GAAP? (Defin...

This course breaks down GAAP’s ten foundational principles and explores their compliance impli...

Most Litigated Terms...

Whether from poor drafting, conflicting case law, or simply the amounts in dispute, certain key cont...

Litigation Series: S...

The “Chaptering Your Cross” program explains how dividing a cross?examination into clear...

Profit, Precision an...

Law firms across the country are rethinking traditional staffing models to stay competitive, reduce ...

Litigation Series: S...

This companion program to Part 1 goes deeper into the rhetorical power of Shakespeare, emphasizing h...

From High-Functionin...

“Maybe I drink more than I should, but it isn’t affecting my life-I’m ‘High-...