Retirement Benefit Planning

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.

Retirement Benefit Planning Practice Leader