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Webinar: Natalie Choate Presents on 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.
Webinar: What Does Probate Code Section 15800 Really Mean…AB 1079 and the “Empty Chair” Dilemma
A number of cases have chipped away at the clarity of statutes instructive of a trustee’s duty to account, report, and inform.