Seminar ID: 100729

Trusts as Beneficiaries of Retirement Plans

Presented By:
Michelle L. Ward

Partner
Keebler & Associates, LLP

You will Learn:

  • The advantages and disadvantages of naming a trust as beneficiary of a retirement account.
  • The requirements that a trust must satisfy to qualify as a designated beneficiary of a retirement account.
  • The difference between drafting a trust as a conduit trust or an accumulation trust.
  • Common mistakes made when utilizing a trust as beneficiary of a retirement account.

This 10 minute preview segment taken from our live upcoming webinar on March 19, 2014 titled IRA and Qualified Plan Distributions will focus on the issues involved when naming a trust as beneficiary of a retirement account. The webinar will address the requirements that must be satisfied for a trust to qualify as a designated beneficiary of a retirement account and common mistakes that are made when utilizing a trust for these purposes.