Retirement Benefits Planning Update
Harvey Wallace II
PROBATE & PROPERTY MAY/JUNE 2004 51 Retirement Benefits Planning Update provides information on developments in the field of retirement benefits law. The editors of Probate & Property welcoom information and suggestions from readers. Naming a Trust as Beneficiary of an IRA Your client instructs you to draft a trust to receive his million individuua retirement arrangement (IRA) at his death to benefit his two grandchildrren now ages 27 and 10. The task seems simple enough. After all...