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Title
Special Issues in Estate Planning for Retirement Benefits: Part 2.
Authors
Caudill, April
Abstract
Financial professionals who understand the unique issues involved in estate planning with retirement benefits can identify opportunities and pitfalls, and help their clients make the most of their assets. This article addresses considerations for the funding of marital trusts, the definition of "income," and special requirements where a noncitizen spouse is named as beneficiary.
Publication
Journal of Financial Service Professionals, 2011, Vol 65, Issue 2, p30