MINNEAPOLIS
Wednesday, February 15, 2023
7:00 PM - 10:15 PM | Check-In: 6:30 PM
Minnesota CLE Conference Center
600 Nicollet Mall # 370
3rd Floor, City Center
Minneapolis, MN 55402
In-Depth Discussion of Practical Estate Planning and Drafting Issues
This program is the second in a series of four helpful half-day courses focusing on the forms in Minnesota CLE's Drafting Wills & Trust Agreements Deskbook with eFormbook.
The designation of a trust as a beneficiary of a retirement plan account requires consideration of both trust law issues and income tax issues. Join our faculty as they discuss the planning options and strategies available under the Drafting Wills & Trust Agreements will and revocable trust forms for clients who wish to designate a trust as the beneficiary of a retirement plan account. They'll take into account the requirements of the SECURE Act and other provisions of the Internal Revenue Code and the related Treasury Regulations.
See also these programs in the 2023 Drafting Wills & Trust Agreements Forms Series:
12:30 – 1:00 p.m.
CHECK-IN
1:00 – 4:15 p.m.
includes one 15-minute break
Retirement Plan Trust Provisions
The designation of a trust as a beneficiary of a retirement plan account requires consideration of both trust law issues and income tax issues. This session will discuss the planning options and strategies available under the Drafting Wills & Trust Agreements will and revocable trust forms for clients who wish to designate a trust as the beneficiary of a retirement plan account, taking into account the requirements of the SECURE Act and other provisions of the Internal Revenue Code and the related Treasury Regulations. We will discuss the specific considerations involved in designating the Family Trust, Disclaimer Trust, Marital Trust, and Trusts for Children as primary or contingent beneficiaries under the will and revocable trust forms and the differences between so-called conduit trusts and accumulation trusts. We will also discuss the separate Revocable Trust for Retirement Plans as an alternative to designating the trustee under the client’s will as a beneficiary of a client’s retirement plan assets. Finally, we will address language to use when filling out beneficiary forms.
– Matthew J. Frerichs; Robins Kaplan LLP; Minneapolis
– Paul Funke; Funke Law, PLLC; Saint Paul
– Michael P. Sampson; Maslon LLP; Minneapolis
LIVE IN-PERSON
Wednesday, February 15, 2023
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota
ONLINE REPLAY
Wednesday, March 8, 2023
Attend online
A moderator will be available to answer questions by email.
$155 MSBA members / $155 paralegals / $175 standard rate
Other discounts that may apply:
Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.
Minnesota CLE is applying to the Minnesota State Board of CLE for 3.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 3.0 credits.
Seminar materials will consist of the difficult and confusing clauses from each of the forms to be discussed, as well as helpful practice pointers and tips. The forms themselves are not included.
Pre-order the NEW 9th edition of the Drafting Wills & Trust Agreements Deskbook with eFormbook for 25% off and have all of the forms at your fingertips! To take advantage of this offer, call Minnesota CLE at 800-759-8840. Offer good until April 1, 2023.
