IRA Trust Issues and How to Handle Them webinar

IRA Trust Issues and How to Handle Them webinar
2:00 P.M. - 3:00 P.M. CT
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  • $219.00
    CUNA Member Price
  • Non Member Price $438.00
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Trusts can be used for many reasons, such as estate planning, avoiding probate and maintaining control over assets. They have become more popular as beneficiaries of IRAs and QRPs. This course reviews the guidance the Internal Revenue Code and Treasury Regulations provide when distributing IRA assets to a trust beneficiary. It also reviews compliance concerns that are frequently encountered and what risks financial organizations should be aware of in this legal grey area.

This webinar is part of  CUNA IRA Advanced eSchool which starts February 25, 2021. CUNA members gain access to the entire series for $1295.

Who Should Attend

This webinar is beneficial for frontline staff/tellers/MSRs, managers, finance and anyone else who answers questions regarding IRAs.

Also Available

All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event.

This webinar is available to CUNA Training Bundle users at no additional cost.

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