Making Retirement Plan Death Benefits Payable To A TrustMaking Retirement Plan Death Benefits Payable To A Trust

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