The 12-Step Quiz to Figure Out the RMD Payout Period for a Trust
August 4 @ 4:00 pm – 5:00 pm EDT
Subscriber-Only Webinar by Natalie B. Choate, Esq.
An on-demand recording will be available for non-subscribers to purchase after the event.
Webinar Description
The RMD rules are not difficult; it’s just that there are a lot of them – and they seem more complicated when a trust is involved. This webinar is designed to tackle those rules: determining RMDs for a trust in a few easy steps; the trust planning/drafting issues that matter for your clients; when a trust’s RMD strategy can make a big difference and when it can’t; and the most common mistakes and how to avoid them.
Natalie Choate will guide us through the steps (all twelve of them) to figure out the RMD payout period for a trust, touching on the individual factors that lead to the eventual answer.
- Is the trust a see-through trust?
- Conduit or accumulation?
- Who are the beneficiaries?
- Are there EDBs?
- Which beneficiaries must we count and which can we disregard?
- And more.
Whether you are drafting a trust or evaluating one created by another lawyer, join us to logically step through the issues involved in determining the RMD payout when a trust is involved.
Subscriber-Only Webinar
An on-demand recording will be available
for non-subscribers to purchase after the event.
Meet Our Speaker
Natalie B. Choate, Esq.
Nutter McClennen & Fish, LLP
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Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
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