A Costly and Unnecessary Detour

Few things in the tax code are clearer than this: A surviving spouse named as the beneficiary of retirement plan death benefits of a deceased spouse can...

Notice 2008-30's Thumbs Up

In a move that generated considerable joy and surprise,1 the Internal Revenue Service announced in Notice 2008-30 that beginning this year, a decedent's...

Roth IRAs and You

You, too, can have a Roth individual retirement account (IRA). How? And why would you want to? The final regulations under Internal Revenue Code Section...

Sticky Situations

Retirement benefits present unique challenges to the fiduciary of a decedent's estate. In fact, an executor may have to grapple with three scenarios in...

Section 409A Alert

Estate planners need to identify Internal Revenue Code Section 409A issues when advising executives and professionals who participate in nonqualified...

More Retirement Articles

Advisory Board -
Retirement Benefits Committee

Michael J. Jones (chair)

Thompson Jones LLP

Thomas C. Foster

McCandlish Holton, PC

Marcia Chadwick Holt

Davis Graham & Stubbs, LLP

Susan B. Slater-Jansen

Sonnenschein Nath & Rosenthal LLP

Complete list of the Trusts & Estates Editorial Advisory Board

Note from the Editor

Rorie Sherman, Editor in Chief

Trusts & Estates is the town center where experts who serve the ultra-wealthy's planning needs gather to gain insight into their specialties and to learn about related professions. This community includes attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents and valuation experts.... More about us

Tech Center

Don Kelley's Tech Review

Trusts & Estates magazine is pleased to present the monthly Technology Review by Donald H. Kelley -- a respected connoisseur of software and Internet resources wealth management advisors use to further their practices.

View Past Tech Review Newsletters

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