June 23, 2022


Webinar


2 Total CPE Credits

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Trusts as Retirement Plan Beneficiaries

Learning Objectives

  • Recognize reasons trusts are named as beneficiaries
  • Identify the types of trusts used and their tax characteristics.
  • Determine how the probate code affects beneficiary trusts.

Major Topics

  • What is the significance of the Retirement Plan Beneficiary?
  • Primary vs. Contingent Beneficiaries
  • Is a Trust a Designated Beneficiary?? Is it an "Eligible Designated Beneficiary?"
  • Why do people want to name a trust as the beneficiary?
  • Income Tax Aspects of Trusts as beneficiary
  • What happens when the trust beneficiary dies?

CPE Credits Available

2
Total CPE
2
Specialized Knowledge

Things to Know About This Course

Prerequisites

Working knowledge of estate issues and retirement plans preferred.

Advanced Preparation

None

Intended Audience

CPAs, attorneys and financial professionals.

Provider

California Society of CPAs

This event has ended.