Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Wednesday, November 25, 2009

Passing Retirement Plan Assets

Retirement A recent Wall Street Journal article discusses the basics of passing retirement plan assets after death, covering the following:

  • The use of beneficiary designation forms to pass the retirement plan assets to chosen loved one.
  • The benefit of leaving retirement plan assets to a trust for the benefit of loved ones who can't manage the assets.
  • The role a durable power of attorney may play for a beneficiary spouse who later becomes incapacitated.

See Kelly Greene, How to Hand Down Assets in Retirement Plans, WSJ, Nov. 21, 2009.

Special thanks to Patrick S. Sylvester (Attorney & Counselor at Law, Sylvester Law Firm, PC) for bringing this article to my attention.

https://lawprofessors.typepad.com/trusts_estates_prof/2009/11/passing-retirement-plan-assets.html

Estate Planning - Generally | Permalink

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