September 01, 2009

Estate Planning and Retirement Benefits—An Approach Toward Simplification, Part 2 (2009, 23:05)

Estate Planning and Retirement Benefits—An Approach Toward Simplification, Part 2

Probate & Property Magazine: September/October 2009, Volume 23, Number 5

By Edward V. Atnally
Edward V. Atnally is a lawyer practicing in White Plains, New York, specializing in trusts and estates and employee benefits law.

In Part 1 of this article, which appeared in the July/August issue of Probate & Property , I discussed estate planning with retirement benefits from the point of view of smaller estates and those with complications arising from the need to provide for special needs trusts. Part 2 discusses estate planning with retirement benefits in the context of larger estates in which the use of credit shelter and marital deduction trusts is desirable to reduce estate taxes.

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