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Securing the Stretch – Drafting Conduit and Accumulation Trusts in InterActive Legal

One of the most frequent questions from subscribers is about how to draft a conduit or accumulation trust, and this drafting webinar is designed to address that question, and more. Of course, retirement benefits are non-probate assets, passing via separate beneficiary designation forms, but sometimes a client wants those assets to pass in the same manner as the rest of their property, so they might designate the trusts created in their estate plan as beneficiaries. But if a trust is named as a beneficiary, it must contain certain provisions to qualify for an extended payout of the retirement assets (to avoid having to be paid out – and subject to income taxation – within five years of the participant’s death.

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