---
title: Should Your Trust Be a Retirement Account Beneficiary? Featuring Claire DeLorenzo
description: A trust can be a powerful legacy tool- but is it the right beneficiary for your retirement accounts? In this episode of Financial Futures, we break down the pros, cons, and tax implications of listing a trust as a beneficiary, especially in a post–SECURE Act world. George is joined by estate planning attorney and return guest Claire DeLorenzo of Forman Law, who shares insights on when a trust makes sense and when it could create unintended consequences.
---

[Financial Futures Podcast ](https://blog.measuredwealth.net/financial-futures-podcast)

# [Should Your Trust Be a Retirement Account Beneficiary? Featuring Claire DeLorenzo](https://blog.measuredwealth.net/financial-futures-podcast/should-your-trust-be-a-retirement-account-beneficiary-featuring-claire-delorenzo)

 Written by [Measured Wealth Private Client Group, LLC](https://blog.measuredwealth.net/financial-futures-podcast/author/measured-wealth-private-client-group-llc) | Feb 19, 2026 10:00:00 AM

A trust can be a powerful legacy tool- but is it the right beneficiary for your retirement accounts? In this episode of Financial Futures, we break down the pros, cons, and tax implications of listing a trust as a beneficiary, especially in a post–SECURE Act world. George is joined by estate planning attorney and return guest Claire DeLorenzo of Forman Law, who shares insights on when a trust makes sense and when it could create unintended consequences.

**Forman Law Group:** [https://www.ourlegalwebsite.com/](https://www.ourlegalwebsite.com/)

**More About Claire:** [https://www.ourlegalwebsite.com/claire-delorenzo.html](https://www.ourlegalwebsite.com/claire-delorenzo.html)

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