Trusts as Beneficiaries of IRAs (Audio Download)

    Trusts as Beneficiaries of IRAs (Audio Download)
    CLE 90 min

    Trusts as Beneficiaries of IRAs (Audio Download)

    Join our speakers as they discuss issues surrounding naming a trust as beneficiary of an IRA. The presentation will address the advantages and disadvantages of naming a trust as beneficiary of an IRA and the rules that must be followed to qualify a trust as a designated beneficiary. 

    The topics discussed will include:

    • Why leave assets in trust?
    • The requirements for a trust to qualify as a designated beneficiary;
    • The deadline for determining a designated beneficiary;
    • Conduit trusts versus accumulation trusts; and
    • Income tax issues surrounding having an IRA payable to a trust.
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    Trusts as Beneficiaries of IRAs (Audio Download)

    Product Details

    Sponsors

    Section of Real Property, Trust and Estate Law

    Product Code

    5430880AUD

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