Trusts as Retirement Plan Beneficiaries Webinar

Recognize reasons trusts are named as beneficiariesIdentify the types of trusts used and their tax characteristics.Determine how the probate code affects beneficiary trusts.Develop strategies to assist clients dealing with plan custodians.
Highlights
Trusts are often named as beneficiaries for IRAs and other retirement arrangements. The choice has an impact on both income tax and estate planning.Trusts allow the IRA owner or plan participant to have beyond-the-grave control over the distribution payouts.Note: This class presents an in-depth discussion of issues presented in the instructor's class Retirement Distributions: Planning Options .