Abstract
This article discusses marital deduction planning for retirement plan assets when a trust will be named a beneficiary. The author discusses the necessity for careful planning and numerous issues that must be considered
Repository Citation
Wand, Barbara Freedman
(2012)
"Marital Deduction Planning: Naming a Trust as Beneficiary of Retirement Plan Benefits,"
Marquette Elder's Advisor: Vol. 1:
Iss.
3, Article 11.
Available at:
https://scholarship.law.marquette.edu/elders/vol1/iss3/11
