How and When to Designate a Trust as the Beneficiary of Qualified Accounts (2025 CLE by the Sea)
Total Credits: 0.75 CLE, 0.75 Estate & Trust Law Specialization
- Average Rating:
- 14
- Bundle(s):
- OnDemand 2025 CLE by the Sea Probate & Estate Bundle
- Categories:
- Probate & Estate Planning
- Faculty:
- Michael J Tucker
- Format:
- Audio and Video
- Original Program Date:
- Jul 09, 2025
Description
How and When to Designate a Trust as the Beneficiary of Qualified Accounts
Faculty
Michael J. Tucker, P.C.
Handouts
| HowAndWhenToDesignateATrustAsTheBeneficiaryOfQualifiedAccounts_FINALMATERIALS (888.4 KB) | 31 Pages | Available after Purchase |
Faculty
Michael J Tucker Related Seminars and Products
Michael J Tucker PC
is a shareholder in the law firm of Michael J. Tucker, P.C. Since 1988, Michael has concentrated his practice in the area of trusts and estates, and he is a State Bar of Arizona Certified Specialist in Estate and Trust Law. Michael received a B.A., cum laude, from the University of Texas at Austin (1984) and a J.D. from the University of Texas School of Law (1988). Michael is licensed to practice law in Arizona and California. Michael is a past president of Valley Estate Planners and of the Planned Giving Round Table of Arizona. He is a past chairman of the State Bar of Arizona Continuing Legal Education Committee. He serves on the national planned giving committee of the Lambda Legal Defense and Education Fund.
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