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TRS Beneficiary Designations: Simple Rules, Big Consequences
Contains material from Sep 2025
TRS Beneficiary Designations: Simple Rules, Big Consequences
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From outdated forms to unintended heirs, TRS beneficiary designations can create surprising pitfalls for your clients. This session covers the essential rules, common mistakes, and smart planning strategies to ensure TRS benefits align with your clients’ estate plans.
Includes: Video Audio Slides
- Total Credit Hours:
- 0.50
- Credit Info
- TX, CA
- TX MCLE credit expires: 9/30/2026
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1.
TRS Beneficiary Designations: Simple Rules, Big Consequences (Sep 2025)
Lindsey James-West
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Session 1 —27 mins 0.50
TRS Beneficiary Designations: Simple Rules, Big Consequences (Sep 2025)
From outdated forms to unintended heirs, TRS beneficiary designations can create surprising pitfalls for your clients. This session covers the essential rules, common mistakes, and smart planning strategies to ensure TRS benefits align with your clients’ estate plans.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Lindsey James-West,
LKJ Financial - Houston, TX