Loading Events

« All Events

  • This event has passed.

Webinar: Natalie Choate Presents on Making Retirement Benefits Payable to Trusts

June 30, 2023 @ 10:00 am 1:00 pm

3 Participatory MCLE Credits and 3 Legal Specialization in Estate Planning; Trust & Probate Law

***Non-Member Price Provides Opportunity to Join the Trusts & Estates Section

Making Retirement Benefits Payable to Trusts
The IRS restated ALL the required minimum distribution (RMD) regulations in 2022. The new (proposed) regulations set out a SIMPLE EASY 4-step process for determining the “countable beneficiaries” of a trust named as beneficiary of a retirement account. Once you know the “countable beneficiaries,” learn which of the 6 (!) possible payout periods applies to your trust. (Spoiler alert: you probably won’t like the results.) When should you modify the client’s plan to improve RMD results—or not? This webinar will cover the above plus: special drafting conundrums (traps in trusts for minors; what are “separate accounts” and when do you need them; when/why/how to use “last one standing” clause; toggles).

Non-Member Price – $265.00
Member Price – $165.00

Plus: Death and Taxes: Dealing with Inherited Retirement Benefits
New RMD rules befuddle beneficiaries, executors, and trustees. Post-mortem ways to “fix” the plan. Transferring IRAs into and out of estates and trusts. The fiduciary’s role and deadlines.

Speaker: Natalie B. Choate
Moderator: Richard Samuel Price

We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at or contact us at 916-516-1760 for assistance.


View all CLA events

Forgot Password

Enter the email associated with you account. You will then receive a link in your inbox to reset your password.

Personal Information

Select Section(s)

CLA Membership is $99 and includes one section. Additional sections are $99 each.