The art of representing people

Retirement Benefit Planning

Practice Leader:

Robert W. Kessler
Phone #: 585-987-2849
Fax #: 585-987-2949
Email: rkessler at woodsoviatt dot email_domain_ext
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Our attorneys work with financial planners and clients’ advisors to make sure retirement plan benefits conform to clients’ overall estate plan.  Our services include:

  • Review and updating of retirement plans and beneficiary designations to make sure they conform to the estate plan;
  • Discussions concerning available distribution options and tax consequences to beneficiaries;
  • Discussions concerning possibility of charitable beneficiaries to reduce income and estate taxes;
  • Discussions concerning “stretch” IRAs to defer income taxation and trust arrangements for younger family members.

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