Training
Provided by Lorman Education Services
BenefitsA wrong determination of whether a trust qualifies as a designated beneficiary of retirement benefits can cost the owner decades of tax deferral as well as 50 percent excise tax penalties. Learn how to provide the best asset protection and estate planning benefits for large retirement plans so that the valuable 'stretch out' does not become a 'blow out.' Most trusts are inadequately drafted to handle retirement plans, especially in light of the recent changes of the
Pension Protection
Act. New preparer penalties put an additional premium on determining whether the trust is likely to qualify.
This teleconference will help you understand which trusts qualify and which do not, and how to ensure they do. It also discusses two alternatives to owner control that are often overlooked - the trusteed
IRA and the IRA annuity. Comparison charts and decision trees will assist you to understand and communicate these options to clients in the clearest possible manner.
Attorneys, financial and estate planners, accountants,
CPAs, business owners and managers, presidents, vice presidents, insurance professionals, bankers and trust officers
| This is primarily teleseminar training |  | Contact Lorman Education Services for more information |
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| Training Presented in: | English |
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