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

Ethics, Confidential...

Artificial intelligence is already reshaping legal practice, from research and drafting to litigatio...

Ethical Obligations ...

Disasters, whether natural or manmade, happen. Disasters can impact the practice of law and, among o...

Navigating Governmen...

Contracting with the Federal Government is not like a business deal between two companies or a contr...

Labor Law Compliance...

Contracting with the Federal Government is not like a business deal between two companies or a contr...

Best Behavior: Effec...

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

Legal and Tax Consid...

In “Choosing the Right Business Entity,” I will walk through the issues that matter most...

Building Inclusive L...

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

High-Level Negotiati...

In this second segment we will continue with our journey into the multiple elements of high-level ne...

The AI Blind Spot in...

Many solo and small law firms assume AI governance is something only large firms need. It is not. AI...

Resilience in the Wo...

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