The Complete Trust Course Seminar

One of our attorneys, Kasey Libby, presented at the Complete Trust Course Seminar handled by Half Moon Education Inc. on November 21, 2019.

At this seminar, Kasey’s presentation was IRAs and Trusts: Sophisticated Beneficiary Choices.

General overview:
Spousal rights and distribution rules
Using a trust as a plan beneficiary
Estate planning and charitable planning with qualified plans

If you would like to see more info about Attorney Libby, visit his profile at