Retirement Plan Distributions To Trusts: How To Make Them Work — 2 Colorado General Credits

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. Mr. Siegel, a nationally-recognized speaker and author on this topic, simplifies and even makes understandable, this important topic.

Topics include:

General Rules

• IRD issues

• trusts as designated beneficiaries: five issues

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

Should Retirement Plan Trusts Be Used?

• planning advantages

• credit shelter trusts

• disclaimer issues

• drafting

Funding The Credit Shelter Trust

How To Address QTIP Trust Planning With Retirement Plan Assets

• required formalities

• Rev. Rul. 2006-26

• drafting suggestions

Special IRA Rollover Break For Spouses

Planning Opportunities For A Spouse As The Beneficiary Of Marital And Non-Marital Shares

2006 Pension Protection Act Provisions

Drafting Suggestions

If you need credits in multiple states you MUST click here before placing your order for important information.

Price: $37.00

Course approved for these credits (and Expiration Dates When Applicable):
If you need credits in multiple states you MUST click here
before placing your order for important information.

AK — 1.75 General Credits
AZ — 1.75 General Credits
CA — 1.5 General Credits
CO — 2 General Credits, Expires 12/31/11
FL — 2 General Credits, Course #86527, Expires 3/25/09
IL — 1.75 General Credits, (attorneys seeking IL credit must place their order from the Illinois page)
MO — 2 General Credits
MT — 1.75 General Credits
NM — 1.8 General Credits, taped 9/25/07
OH — 1.75 General Credits, (attorneys seeking OH credit must place their order from the Ohio page)
PA — 1.5 General Credits
PA — 3 General Credits, (attorneys seeking PA credit must place their order from the Pennsylvania page)
TX — 1.75 Self-Study General Credits
WA — 1.75 General Credits, Activity ID #189439

Live Support & FAQs

Live support is available Monday-Friday, 9-4 Eastern Time. Our FAQs may address your question.

Call (302) 656-4757

Offline Study Alternative

Many states also permit CLE credits to be earned by study of email delivery, audio CD, and flash drive courses. For these offline study options and to Share and Save go to www.NLFcle.com.

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