Fri Apr 15 CDT (in 4 months)
In your timezone (EST): Fri Apr 15 2:00pm - Fri Apr 15 3:00pm
Trusts can be used for many reasons, such as estate planning, avoiding probate, and maintaining control over assets. They have become more popular as beneficiaries of IRAs and QRPs. This reviews the guidance the Internal Revenue Code and Treasury Regulations provide when distributing IRA assets to a trust beneficiary. It also reviews compliance concerns that are frequently encountered and what risks financial organizations should be aware of in this legal grey area.
Who Should Attend;
This is beneficial for credit union staff who work directly with members on their personal investments including front-line staff, branch managers, loan officers and member service representatives.