How can plan documents aid in estate planning?
Each qualified plan (i.e., 401(k), profit sharing, money purchase or defined benefit plan) will have a plan document. The plan is the governing document. The plan document will set forth all of the provisions of the plan, including contribution and distribution rules, permissible beneficiaries as well as other provisions. This video reviews how to use the plan document in estate planning and discusses the beneficiary designations and tax consequences of employee benefit plans to beneficiaries.
Judith A. Flory, Esq.
The Law Offices of Judith A. Flory, PLLC
- Attorney with The Law Offices of Judith A. Flory, PLLC
- Practices in the areas of estate planning, estate administration, taxation, business and corporate law, qualified retirement plans, employee benefit planning, and buying and selling businesses
- Frequently lectures on estate planning, estate taxation, closely held businesses and complex issues concerning the establishment of retirement plans and tax issues related thereto
- J.D. degree, cum laude, Albany Law School; B.A. degree in political science, cum laude, Siena College
- Can be contacted at 518-449-1421 or [email protected]
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