Boutin Jones INC., Attorneys at Law

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Practices

Estate Planning, Probate and Trust Administration

Retirement Benefit Planning

Retirement benefits often make up a significant portion of a person’s estate. Planning for the disposition of retirement benefits is critical. It is important to coordinate the beneficiary designation of the retirement benefits with the participant’s estate plan. Following a participant’s death, beneficiaries have important elections to make that can have significant tax ramifications. Our expertise with retirement benefits includes planning for:

  • Beneficiary Designations
  • Conduit Trusts as Designated Beneficiary
  • Charity as Designated Beneficiary
  • Spousal Rollovers
  • Inherited IRAs
  • Required Minimum Distributions