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Sessions | Instructor | Event Registration |

Event Information

Trusts as Retirement Plan Beneficiaries Webcast | 4203496A
Date: August 14, 2020
Event Start time: 11:00 AM   End time: 1:00 PM
Location: Webcast

Facility: Webcast Event


Member:       $79
Nonmember: $109

CPE Credits:

2.00 CPE: Continuing Professional Education Technical
1.50 MCLE: MCLE Technical


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.


  • Recognize reasons trusts are named as beneficiaries
  • Identify 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.

Major Subjects:
  • What is the significance of the Retirement Plan Beneficiary?
  • Primary vs. Contingent Beneficiaries
  • Is a Trust a “Designated Beneficiary?”
  • Why do people want to name a trust as the beneficiary?
  • Income Tax Aspects of Trusts as beneficiary
  • What happens when the trust beneficiary dies?

Level of Difficulty:

Field of Interest:
Specialized Knowledge


Working knowledge of estate issues and retirement plans preferred.


Designed For:

CPAs, attorneys and financial professionals.


Advanced Prep:



Event Notes:
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