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31 May 2025

Trusts as Retirement Plan Beneficiaries Webcast 2025

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Exploring the impact of naming trusts as beneficiaries for retirement accounts on income tax and estate planning. Discusses control over distribution payouts and the significance of primary vs. contingent beneficiaries, as well as the benefits of designating a trust as a beneficiary.

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Timings

09:00 AM-06:00 PM (expected)
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Estimated Turnout

upto 100
Delegates
Based on previous editions

Event Type

Workshop

Editions

May 2025 Interested
+1 more edition

Frequency Bi-annual

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Washington Society of CPAsRenowned USA1035 Total Events • 732 Followers

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EditionMay 2025

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