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12/14/2017 IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust - Rex Hogue - LIVE WEBINAR


Qualified retirement plans can create numerous estate planning problems.

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LIVE Webinar Date & Time:   Thursday, December 14, 2017 12:00 PM - 1:00 PM EST

This course is a LIVE Webinar!          
 Webinar - Rebroadcast    Elearning course    MP3 Audio download and pdf handout
Webinar attendees receive CE credit without the need to take an online quiz.
Rex Hogue, Attorney & Partner Rex L. Hogue, Attorney & Partner, Estate Law Expert
Webinar attendees also receive the Elearning & Audio versions one week after the live webinar.

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About this course:

Qualified retirement plans can create numerous estate planning problems.


Upon death, an IRA is subject to income tax, federal estate tax, possible state income tax, and possible state inheritance tax. A retirement plan trust can avoid tax problems while it protects beneficiaries.


In this one-hour session, you will learn:

  1. How a retirement plan trust avoids problems such as a beneficiary deciding to cash out early, or a beneficiary rolling over the client’s IRA into the beneficiary’s IRA;

  2. Problems with naming individuals as beneficiaries and how a retirement plan trust avoids them;

  3. Situations where a retirement plan trust should be used as the beneficiary of an IRA;

  4. How a retirement plan trust can protect your beneficiaries from: making bad financial decisions, going through guardianship for a minor child, and existing creditors of the beneficiary;

  5. Why a retirement plan trust is a better beneficiary than an ordinary living trust.

Your presenter for this course is:

Attorney Rex L. Hogue, has been practicing estate law since 1992. He handles everything from small estates to estates in excess of $300 million, and has earned acclaim for involvement in groundbreaking cases, most notably Estate of Kelley v. Commissioner, TC Memo 2005-235 for which he designed the family limited partnership. He is frequently asked to speak regarding the success of that case, family limited partnership and other complex aspects of estate planning and administration.


In addition to his speaking engagements with bar associations, trade groups, community colleges, and churches. He had a radio show with a CPA for a time and, he has been a guest on several radio shows. He has authored numerous articles on estate law topics, as well as several books, including Practical Estate Planning, an easy-to-understand book for the general public that explains the pros and cons of the basic estate planning tools and the estate planning process.


Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research


Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute webinar course
SKU: 03IRRCRetirePlanTrustWebinar17
Knowledge Level: 3 - Intermediate