Understand how a see-through trust can be used in retirement planning.
The objective of adding to a retirement plan should be to allow retirement assets to grow tax-free for as long as possible. However, the law requires minimum distributions, both when the participant reaches a specific age, and after the participant dies. The default rule provides that a retirement plan must be distributed within five years after the participant’s death, unless the participant names a designated beneficiary. But what if the participant doesn’t want to give the retirement assets outright to the beneficiaries? Perhaps they want to shelter the retirement nest-egg from creditors or prevent them from being wasted by a potential spendthrift beneficiary. If so, using a trust would be ideal. This video reviews see-through trust planning and discusses types of see-through trusts.
Agenda
Faculty
Jonathan G. Blattmachr
InterActive Legal
- Principal at InterActive Legal
- More than 45 years of experience in trusts and estates law
- Former partner in Milbank (formerly, Milbank Tweed Hadley & McCloy) in New York
- Admitted to the bars in New York, California, and Alaska
- Wrote or co-wrote nine books and more than 500 articles on estate planning topics
- Writes and lectures extensively on estate and income tax planning, as well as charitable giving
- Editor of Wealth Transfer Planning and founder of InterActive Legal - www.interactivelegal.com
Teresa L. Bush, Esq.
InterActive Legal
- Over 30 years of experience in trusts and estates law
- Director of Education and Support Services for InterActive Legal
- Former attorney with Kelly, Hart, and Hallman in Fort Worth, Texas, and tax consultant with Ernst & Young
- Author of several articles/blogs on estate planning topics
- Director and faculty member of InterActive Legal Academy, a 4-week intensive online course in estate and gift taxation (each Autumn) and basic estate planning (each Spring)
- Frequent presenter of online webinars and training classes, including: Effect of Recent Events on Estate Planning, Estate Planning Before 2026 and Beyond for Married Couples, and Restructuring Trusts for the New Tax Law: Trusts under the SECURE Act
- Graduate, Rice University and University of Texas School of Law
- Can be contacted at [email protected]
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