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Trusts as Beneficiaries of Retirement Benefits

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FSP Members, the archived video recording is available for two years and can be viewed here in the members only area.

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Program Overview

This webinar will review the use of trusts as beneficiaries of retirement benefits.  Topics to be addressed include the required distribution rules, the estate tax and asset protection benefits of leaving retirement benefits in trust, special considerations for trusts for the spouse, coping with the compressed income tax brackets for trusts, state income tax issues, generation-skipping transfer tax issues, and the interplay with the Roth conversion.  Ways to make sure that the trust will qualify for the stretch, and how to fix irrevocable trusts will also be discussed.


Attendees will learn:


  • Why to leave retirement benefits in trust
  • Special requirements for trusts that receive retirement benefits
  • How to draft trusts for retirement benefits
  • Income, estate and generation-skipping transfer tax considerations

Featured Speakers:

Bruce Steiner, JD, LLM is Of Counsel with the law firm Kleinberg, Kaplan, Wolff & Cohen, P.C. in New York. He has an A.B. from Cornell University, a J.D. from the State University of New York at Buffalo, and an LL.M. in taxation from New York University.  He has 40 years of experience in the areas of taxation, estate planning, business succession planning, and estate and trust administration.  He is a frequent lecturer at continuing education programs for bar associations, CPAs and other professionals. He is a commentator for Leimberg Information Services, Inc., is a member of the editorial advisory board of Trusts & Estates, is a technical advisor for Ed Slott’s IRA Advisor, and has written numerous articles for Estate Planning, BNA Tax Management’s Estates, Gifts & Trusts Journal, Trusts & Estates, Journal of Taxation, Probate & Property, TAXES, CPA Journal, CLU Journal and other professional journals. Bruce has been quoted in various publications including CNBC, Fox Business, Forbes, The New York Times, the Wall Street Journal, the Daily Tax Report, Investment News, Lawyers Weekly, Bloomberg’s Wealth Manager, Financial Planning, Kiplinger’s Retirement Report, Newsday, New York Post, Naples Daily News, Individual Investor, CBS News, Fox Business,, and Dow Jones (formerly CBS) Market Watch.  Bruce has served on the professional advisory boards of several major charitable organizations and was named a New York Super Lawyer in 2010 through 2016.

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