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OT: Retirement Asset Trusts as part of Estate Planning
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Posted by MI-Roger [Email] (#882) [Profile/Gallery] (more from MI-Roger) on Fri, 24 Apr 2009 04:48:10 Share Post by Email
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During the 5-year review of our Estate Planning documents we were advised to strongly consider creating "Retirement Asset Trust(s)" for our young adult children which would be funded with the 401(k), 403(b), and other taxable dollars upon the death of my wife and I. Apparently this type of trust allows for transfer of otherwise taxable portions of our estate to our children for their use to fund their own qualified retirement plans, yet they can still have access to the funds if ever necessary (for Health, Education, Maintenance, and Support purposes).

This was described to us as a fairly new development/instrument in the Estate Planning field. It muust be, as I can find no information regarding Retirement Asset Trusts via internet searches.

Does anyone know much about these?

Thanks,

posted by 198.208.25... 
_______________________________________
Saabs owned:
2008 9-5 Aero Sedan, sold at 227K miles
2006 9-3SC 2.0T - Wife's daily driver
2000 Viggen Convertible - Sold May, 2022
1964 Quantum IV Formula Car - Retirement project
2000 9-5lpt Sedan, sold at 318K miles
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