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Should You Trust a Trust as an IRA Beneficiary? Do your clients ask you who they should name as beneficiaries of retirement accounts? Are there any good reasons to name a trust or should clients stay away from that choice? Does your client need a contingent beneficiary? Who or what should be named a contingent beneficiary? What happens if there is no beneficiary at all? We invite you to attend our luncheon as we discuss answers to these questions and engage in an informed discussion. Featured speaker Mary Kay Foss, CPA, is a partner in the firm of Marzluft, Tulis & Foss. She has over thirty years of practical experience advising clients about retirement, income and estate planning issues and is a frequent lecturer for community, professional and business groups. Foss is past chair of both CalCPA's Estate Planning Committee and Committee on Taxation and a past president of the Estate Planning Council of Diablo Valley, the East Bay chapter of CalCPA.
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