Planning with Trusts and Qualified Assets

Date: Tuesday, November 6, 2018
Time: 5:15pm - 8:00pm
Location: Buffalo Club
Speaker: Michelle Collins, JD

Note that this is a Tuesday, not Monday meeting.

This meeting will discuss:

Individual retirement accounts (IRAs) and qualified retirement plans are complex enough on their own, but when we add in the use of a trust as a beneficiary, planning gets even more intricate.  Naming a trust as a plan beneficiary can change distribution options, income tax timing, creditor protection, and a host of other issues.  Planning needs to be sensitive to how the arrangement will impact the client’s goals.  In this session we will discuss the use of trusts as beneficiaries and what we can do as practitioners to meet the client’s planning objectives within the guideposts established under tax and other rules.

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