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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. It is included as part of the Wealth Transfer Planning and Elder Law Planning Practice Systems, or available as an add-on to Essential Estate Planning.

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.us 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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What Our Subscribers Are Saying

Michael Graham

“I have used InterActive Legal in my practice since I became a Co-Founder of the company in 2003. I switched to the new, online version in July 2021 after using the desktop version and then the version based upon WorkSpaces and WorkDocs. The new online version is even better than I had hoped. Not only is it more modern and elegant to use, it makes the drafting process a joy. I encourage Legacy users to migrate over to the online version. Faster, easier, and far more intuitive. If you’re not yet a subscriber, do your practice a big favor and Request A Demo from this website!"

Michael L. Graham
Dallas, TX

Matthew Leahy

“Hi Teresa, I meant to follow-up last week to your response… just wanted to say thank you for your swift response and expert opinion. It is extremely helpful to have you and your team as a “go-to” resource."

Matthew Leahy
Charleston, SC

Melvin Warshaw

“Thanks for your very thorough reply in short order. This gives me further comfort and reinforces my view that InterActive Legal is the best drafting system available for lawyers with sophisticated estate planning clients with complicated client profiles. Stay safe.”

Melvin A. Warshaw
Wellesley, MA

Matthew Dawson

“Interactive Legal has been the game changer for my practice. The quality of the work product produced is incredible, the constant educational webinars, and the forum feedback has grown my practice from a simple estate planning practice to serving clients with complex and sophisticated issues. It might sound cheesy, but I feel part of a family and every time I call in for something, I feel like the IL representative has a genuine interest in helping me. Linda is awesome, IT support is incredible, and you need to take out a 10M keyman policy on Teresa--she is incredibly knowledgeable, always very professional and friendly, and extremely patient. ”

Matthew "Match” Dawson Esq., AEP, CTEP, FGAFM
Attorney, Dawson Law, LLP

Peter Brautigam

“My office has used Interactive Legal Systems since they first came out. We have been very pleased with the product and the support. I have one attorney that uses it exclusively for all drafting. The paralegal in our office is well versed in it and she can make it do what we want.”

Peter Brautigam, Manley & Brautigam, PC
Anchorage, AK

Kristin Dzialo

“Thank you again, InterActive Legal. We moved from a competitor to ILS last year and the forum and customer service at ILS is just incomparable—it really sets you all apart.”

Kristin Dzialo, Esq
Eckert Byrne, Cambridge, MA

Lewis J. Saret

“I have been an ILS subscriber for well over a decade and I love the ILS service. The benefits I’ve experienced include the following: (1) the ILS service has made me a better lawyer because I’ve learned so much from the software, the discussion board, and the included webinars and other resources; (2) drafting using the software is very efficient, much more so than using model documents; and (3) I have a greater sense of security and risk management knowing the documents are constantly updated and by the responsiveness of the discussion board and other resources that ILS makes available to users. All in all, I cannot imagine practicing without it.”

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

Jessica A. Hayes

“I have been an ILS subscriber for over 11 years and find the service invaluable to my estate planning practice. You not only have access to a variety of forms that are customizable and updated on a regular basis, but you also have access to their library of work and the listserv. Where else can you have access to replies from Jonathan Blattmachr, Howard Zaritsky and Natalie Choate among others. I have and will continue to recommend ILS to fellow attorneys. Well worth the price of admission.”

Steven C. Robinson, Esq.
Robinson Wolenty & Young, LLP - Indianapolis, IN

Allyson B. Russo

“The sales & training teams at InterActive Legal have been professional and top notch. They make the process to learn the software as easy and as thorough as possible. It is also a wonderful product that has already enhanced my practice!”

Allyson B. Russo
Russo Law Offices – Hinsdale, IL

Amos Goodall

"An attorney practicing elder law without the benefit of sophisticated software is foolhardy. On the other hand, an attorney who blindly plugs a client’s information into canned forms does his clients a disservice. InterActive Legal, with its unparalleled support and comprehensive draft documents that are fully and easily customized to fit clients’ personal situations, allows me to practice law efficiently and effectively. My clients deserve no less."

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

R. Hal Moorman

"I have been using InterActive Legal for a number of years. Like any technology, there is a learning curve, but they have an excellent staff to help you when you can’t figure something out. The forms can be as sophisticated or as simple as you desire. Because it is a system, it prompts you to make decisions as you do your drafting. If you don’t understand the question, the system has a tutorial to help you understand why it is asking you a question. The system is upgraded on a continual basis. I highly recommend it."

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

John J. Scroggin

"I can’t live without your wonderful Listserv!"


John J. Scroggin
Scroggin & Company, Counselors At Law

Dale Ann Kaiser

"I researched all the estate planning drafting systems on the market before purchasing ILS Wealth Transfer Planning. It is by far the best drafting system in terms of both the estate planning documents themselves and the resources and expertise available to users. ILS allows me to do sophisticated documents and, as a side benefit, I also use ILS for research and education."

Dale Ann Kaiser
Kaiser Law Group

Click here for in-depth testimonials from our Subscribers

Events

Addictions and Impaired Clients: Estate and Related Planning Considerations

Drug use is on the rise in this country and 23.5 million Americans are addicted to alcohol and drugs. That’s approximately one in every 10 Americans over the age of 12. No estate, tax or financial planner can assume that a significant number of client families are not affected (they are). The reality is that the practitioner must understand the commonality of these issues and guide clients, draft documents, and administer estate plans, trusts and financial plans accordingly. Learn how to take steps, from a legal and planning perspective, to protect family members and other beneficiaries from further harm, depleting family assets, and further damage to the whole “family” unit (however the client may choose to define that term).

The ABC’s of Estate Planning for Retirement Benefits in a Post-SECURE World

Exclusive On-Demand Webinar from Natalie Choate

Please Note: ILS Subscribers have complimentary access to this video in the ILS Webinar Library

The SECURE Act has been part of the estate planning landscape for more than a year, but some planners are understandably still considering how (or if) it impacts their clients. A lack of regulatory guidance has generated further confusion, as professionals try to work within a framework of regulations that doesn’t match the framework of the new law. Add to that a seemingly contradictory IRS publication – which fortunately appears to be an inadvertent error – and it’s no wonder planning for retirement benefits remains a hot topic for discussion.

The ABC’s of Estate Planning for Retirement Benefits in a Post-SECURE World

Blockchain Technology and Estate Planning: Cryptocurrencies, NFTs, E-Wills, and Other Ways Blockchain May Affect Modern Estates

Digital assets were only the beginning. Today, there is a new intersection of technology and property interests that most estate planners – in fact, most people - don’t yet understand. Slowly, but surely, estate planners are starting to see clients with asset portfolios that include cryptocurrency and non-fungible tokens (NFTs). Much like tangible property or other intangible interests, these are assets of value, and therefore must be addressed as part of the estate plan. But unlike more traditional forms of property, understanding the nature of these assets requires some background information, and answers to some basic questions. What exactly are they? How are they owned? How can they be transferred? And maybe most importantly in a time of potential tax law changes, how are they valued?


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

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930 South Harbor City Blvd, Ste 505
Melbourne, FL 32901