Featured Speaker - Making Retirement Benefits Payable to Trusts

F (1)
F (1)
Main
5/14/2019
9:45 AM - 10:45 AM
Pros, Cons and Pitfall of Naming a Trust as Beneficiary, Including the IRS “MRD Trust Rules”

In this presentation, Natalie will discuss:
• How the IRS's minimum distribution rules apply to retirement benefits payable to trusts.
• The five “trust rules” you must not ignore
• How to be sure the trust you draft or review is “safe” under the IRS's rules
• How trust accounting rules apply to retirement benefits under the new Uniform Principal and Income Act and otherwise

Get Ready to Learn, Transform and Grow!

2021 NAPFA Spring Conference