Trusts & Estates

Making Retirement Plan Death Benefits Payable To A Trust

Thursday, June 15, 2017 | 2:00 p.m. ET

aming a properly drafted trust as beneficiary of an individual retirement account or other tax-qualified retirement plan can provide significant and unique benefits to trust beneficiaries. But, practitioners creating such a trust must consider the provisions of the trust and the requirements necessary to obtain designated beneficiary status. For example, they must structure such a trust with required minimum distributions in mind. 

The speakers will review the critical aspects of naming a trust as beneficiary of a retirement account and how to avoid some of the most common mistakes.

Michael Jones
Partner
Thompson Jones LLP
Christopher Hoyt
Professor of Law
University of Missouri (Kansas City)
School of Law
 
TAGS: Resources