Case Conclusion Date: January 20, 2010
Practice Area: Estate Planning
Outcome: $4,500,000 in additional retirement plan distributions may be achieved because of retirement plan trust
Description: Client with retirement plan assets presently valued at approximately $400,000 sought assistance with structuring distributions during lifetimes of client, spouse and heirs. Typical distribution pattern would have resulted in approximately $2,500,000 total distributions to client, spouse and heirs. By using a retirement plan trust we structured a distribution pattern that may result in up to $7,000,000 in retirement plan distributions to client, spouse and heirs.