Home > Training & Events > Online Training > Full Course List > Estate Planning for IRAs and Qualified Plan Balances Print Twitter Facebook LinkedIn Email Add to Favorites Estate Planning for IRAs and Qualified Plan Balances Page ContentExplains how to identify mandatory distribution rules for deductible IRAs and qualified plans. Describes the beneficiary options available and ways to distribute benefits for qualified plans and IRAs. Outlines the requirements for qualifying for the marital deduction, and how to fund a credit shelter trust with proceeds from a qualified plan or IRA. Describes how pecuniary bequests to charities should be funded, and the use of charitable remainder trusts as the designated beneficiary of a qualified plan or IRA. Updated: February 2019 What You'll Learn After completing this course, students will be able to: Analyze the tax consequences and distribution options when retirement plan benefits are payable to a trust Explain how retirement benefits are coordinated with the estate plan Examine the issues concerning making retirement plan benefits payable to a credit shelter or marital trust Describe charitable gift opportunities for retirement plan balances Audience Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs. Course Credits ABA Professional Certifications: 1.0 CISP, CTFA ABA Certificates: This course applies to the ABA Certificate in Trust: Advanced. ContactQuestions? Please contact training@aba.com for more information. Purchase ABA Member • $175Non-Member • $225 Purchase for a TeamTo license this course to your bank for multiple learners, please contact ABA Training. Related Training ABA Trust Certificates Wealth Management and Trust Online Training Full Course List