Special Issues Regarding Life Insurance, Annuities and Retirement Benefits

Pratt, David

Abstract

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Special Issues Regarding Life Insurance, Annuities and Retirement Benefits

David A. Pratt

Albany Law School

2003

Trusts and Estates Law Section Newsletter, Vol. 36, No. 2, pp. 17-42, 2003

Abstract:
This article considers estate planning issues in connection with 3 major types of non-probate assets, including naming the correct beneficiary, additional points to consider in connection with beneficiary designations, and planning for events such as incapacity.

Number of Pages in PDF File: 26

Keywords: Life insurance, annuities, retirement benefits

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Date posted: December 11, 2009

Suggested Citation

Pratt, David A., Special Issues Regarding Life Insurance, Annuities and Retirement Benefits (2003). Trusts and Estates Law Section Newsletter, Vol. 36, No. 2, pp. 17-42, 2003. Available at SSRN: http://ssrn.com/abstract=1521599

Contact Information

David A. Pratt (Contact Author)

Albany Law School ( email )

80 New Scotland Avenue
Albany, NY 12208
United States
518-472-5870 (Phone)