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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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What Our Subscribers Are Saying

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

Jessica A. Hayes

“I’ve been very pleased with InterActive Legal’s systems and customer service. Led by some of the most respected experts in this practice area, ILS’ team has a collective knowledge and willingness to help that is unparalleled. The system is continuously updated to reflect changes in the law and contains a wealth of educational materials and resources. I have peace of mind in knowing there’s an entire team at ILS there to help me provide the best possible service to my clients.”

Jessica A. Hayes
Pender & Coward – Virginia Beach, VA

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

Charitable Giving Webinar

This webinar covers:

  • The intersection of charitable giving and estate planning including income tax and state estate tax reduction.
  • How one can obtain the full benefit of a significant charitable donation without having to give up on the new higher standard deductions.
  • When it is best to use a charitable lead trust and whether it should be a grantor trust or not. New concepts will be presented.

199A Proposed Regulations—A First Look

Proposed regulations regarding Internal Revenue Code 199A have been submitted to the Office of the Federal Register (OFR) for publication and are currently pending placement on public display at the OFR and publication in the Federal Register. While the final proposed regulations may vary from the document released on August 8, 2018 (editorial changes may be made during the OFR process) this allows us the opportunity to review how the IRS has tackled numerous issues and questions regarding IRC 199A. Join us for a first look at the proposed regulations, including significant regulations regarding IRC 643(f), which affect multiple trusts and every practitioner must know.

For more information, visit EstatePlanning2018.com

Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

Retirement Benefits Planning

For more information, visit RetirementBenefitsPlanning.net

InterActive Legal

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Melbourne, FL 32901