Life and Death Planning for Retirement Benefits

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Life and Death Planning for Retirement Benefits

“IRS opens the way toward favorable estate and income tax treatment of plan distributions,” by Kenneth C. Eliasberg, Esq., Estate Planning (7/83, p. 208). “Subtrusts and Reversionary Interests: A Review of Current Options,” by I. Meyer Pincus, L.L.B., Journal of the American Society of CLU & ChFC (9/92, p. 64). “Excluding Qualified Plan Insured Incidental Death Benefits from the Participant’s Gross Estate; Minority and Non-Stockholders,” by Jonathan Davis, Esq., The Estates, Gifts and Trusts Journal (9-10/83, p.4). “Excluding Defined Benefit Plan Insured Death Benefits from the Gross Estate -- Sole and Majority Shareholders,” by Jonathan Davis, Esq., Tax Management Compensation Planning Journal (5/84, p. 123).