National Law Foundation
Estates, Gifts, Trusts & Tax Materials
Books, Audio CDs, DVDs, and FORMS
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National Law Foundation Estates, Gifts, Trusts & Tax Materials Books, Audio CDs, DVDs, and FORMS |
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Get Acrobat Reader free here.
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Retirement Plan Distributions To Trusts: How To Make Them Work
Proper planning and drafting for the distribution of a client’s retirement plan assets to trusts is one of the most difficult tasks in estate planning. This 1.75-hour September 25, 2007 program gives you a useful and practical explanation of how to correctly navigate through the relevant rules. Steven G. Siegel , a nationally-recognized speaker and author on this topic, simplifies and even makes understandable, this important topic.
Topics include: ü General Rules • IRD issues • trusts as designated beneficiaries: five issues ü How To Determine Which Trust Beneficiary’s Life Expectancy To Use • multiple beneficiaries • contingent beneficiaries • accumulation trust concerns • conduit trusts • separate share problem • IRS positions • drafting ü Should Retirement Plan Trusts Be Used? • planning advantages • credit shelter trusts • disclaimer issues • drafting ü Funding The Credit Shelter Trust ü How To Address QTIP Trust Planning With Retirement Plan Assets • required formalities • Rev. Rul. 2006-26 • drafting suggestions ü Special IRA Rollover Break For Spouses ü Planning Opportunities For A Spouse As The Beneficiary Of Marital And Non-Marital Shares ü 2006 Pension Protection Act Provisions ü Drafting Suggestions |
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