In this column Wand explores the advantages and disadvantages of naming a trust as a retirement plan beneficiary. Reasons such as investment management, spendthrift concerns, and second marriages are discussed, as well as the possible loss of tax advantages that might occur. Particular strategies for overcoming obstacles and fulfilling a multitude of requirements are explored.
Wand, Barbara Freedman
"Naming a Trust as the Beneficiary of a Qualified Retirement Plan or IRA,"
Marquette Elder's Advisor: Vol. 1
, Article 11.
Available at: https://scholarship.law.marquette.edu/elders/vol1/iss2/11