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Natalie Choate Presents on Making Retirement Benefits Payable to Trusts
Trusts & Estates Section
Credit(s):
2.75 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
2.75 Participatory MCLE Credits
Making Retirement Benefits Payable to Trusts The IRS restated ALL the required minimum distribution (RMD) regulations in 2022. The new (proposed) regulations set out a SIMPLE EASY 4-step process for determining the “countable beneficiaries” of a trust named as beneficiary of a retirement account. Once you know the “countable beneficiaries,” learn which of the 6 (!) possible payout periods applies to your trust. (Spoiler alert: you probably won’t like the results.) When should you modify the client’s plan to improve RMD results—or not? This webinar will cover the above plus: special drafting conundrums (traps in trusts for minors; what are “separate accounts” and when do you need them; when/why/how to use “last one standing” clause; toggles). Plus:
Death and Taxes: Dealing with Inherited Retirement Benefits New RMD rules befuddle beneficiaries, executors, and trustees. Post-mortem ways to “fix” the plan. Transferring IRAs into and out of estates and trusts. The fiduciary’s role and deadlines.
2.75 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
2.75 Participatory MCLE Credits
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