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Retirement Benefits Planning


The Retirement Benefits Planning program provides drafting solutions for the substantive and administrative aspects of planning for a client's Retirement Benefits.

Retirement Benefits Planning

Based on the sample materials provided in Life and Death Planning for Retirement Benefits, Natalie Choate's essential guide to understanding this complex subject, Retirement Benefits Planning offers forms and language for estate forms and language for estate planners dealing with retirement benefits.

Natalie B. ChoateLife Death Planning for Retirement Benefits

Natalie B. Choate
Attorney
Nutter McClennen & Fish LLP

Life and Death Planning for Retirement Benefits is now available in digital version!
Please visit RetirementBenefitsPlanning.net to subscribe or learn more.

Document Summary:

Beneficiary Designation Forms

Automated forms, allowing you to easily and efficiently draft custom beneficiary designations. Forms include:

  • Simple Beneficiary Designation: Naming spouse (if surviving) or descendants (if spouse does not survive) as beneficiary

  • Master Beneficiary Designation: Including several options for creating more complex beneficiary designations

Letters to Administrators

Automated letters to the administrator or custodian of a qualified plan or IRA, providing direction regarding post-death administration matters. Forms include:

  • Letter Transferring Plan Account to Beneficiary

  • Letter to Administrator, notifying an administrator or custodian of its duty to provide information to the Personal Representative, or to the IRS

Sample Clauses

Language to be included in a client’s Will, revocable trust, or other documents, relating to retirement benefits, including sample “see-through trust” provisions.

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Lewis J. Saret
Law Office of Lewis J. Saret, Washington, D.C.

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Robinson Wolenty & Young, LLP - Indianapolis, IN

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Pender & Coward – Virginia Beach, VA

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Russo Law Offices – Hinsdale, IL

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H. Amos Goodall, Jr., Esquire, LL.M., CELA
Goodall & Yurchak, P.C. - State College, PA

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Moorman, Tate, Haley, Upchurch & Yates, L.L.P.

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Scroggin & Company, Counselors At Law

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Kaiser Law Group

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Events

Catholic Estate Planning

Each component of a client’s estate and financial plan can embody their Catholic values, beliefs, and lifestyle. Practitioners can guide clients to write a letter of final instructions, or an “ethical will,” to their heirs. This can explain to the heirs the client’s connection with the Church, and how the Catholic concept of stewardship over assets is carried out by making a bequest in your will to complement philanthropy during lifetime. Each aspect of your client’s financial, retirement, insurance, death (dispositive scheme), and post-death (e.g., trusts for heirs) planning and documentation can be imbued, to the extent the client wishes, with Catholic values. This practical webinar will explore a range of issues.

Kaestner Case and State Income Taxation of Trusts

On June 21st, the Supreme Court of the United States entered its opinion in North Carolina v. Kaestner, 588 US (2019). The Kaestner case represents an extremely important decision for all estate planners, trust officers, trustees, and advisers. Although the holding is a narrow one, it is vitally important.

Christian Estate Planning

Each component of a client’s estate and financial plan can embody their Christian values, beliefs, and lifestyle. Perhaps the simplest way to integrate Christian values into an estate plan might be for a client to add to his or her will a bequest to an organization that has been instrumental or inspirational in his or her life, or which embodies the values he or she holds dear. But there is so much more.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

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