November 3, 2023


2 Total CPE Credits


Webinar (CA): Trusts as Retirement Plan Beneficiaries 2023

  • Instructor

    Mary Kay Foss, CPA

Learning Objectives

• Recognize reasons trusts are named as beneficiaries
• Identify the types of trusts used and their tax characteristics
• Determine how retirement distributions are reported for various types of beneficiary trusts

Major Topics

• What is the significance of the Retirement Plan Beneficiary?
• Primary vs. Contingent Beneficiaries
• Is a Trust a "Designated Beneficiary?" Is it an "Eligible Designated Beneficiary?"
• Why do people want to name a trust as the beneficiary?
• What happens when the trust beneficiary dies?

CPE Credits Available

Total CPE
Specialized Knowledge

Things to Know About This Course

Course Level

  • Advanced


Working knowledge of estate issues and retirement plans preferred.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, attorneys and financial professionals.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

Please login to register.