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

Resilience in the Wo...

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

Top Ten Tips for Dra...

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

Key Differences Betw...

This session highlights the legal and compliance implications of divergences between GAAP and IFRS. ...

Litigation Series: W...

This program focuses on overcoming the inner critic—the perfectionist, self?doubting voice tha...

Litigation Series: S...

Part 1 - This program focuses specifically on cross?examining expert witnesses, whose credentials an...

Patent Eligibility f...

This program examines critical 2025-2026 developments in patent eligibility for software and AI inve...

Choosing the Right B...

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

Litigation Series: W...

Part II builds on the foundation established in Part I by examining how classical rhetorical styles ...

MODERATED-Trauma Inf...

Attorneys hopefully recognize that, like many other professionals, their lives are filled to the bri...

Nacha Updates, Chang...

This attorney-focused program reviews upcoming Nacha rule changes for 2026 with emphasis on legal ob...