Special Issues Regarding Life Insurance, Annuities and Retirement Benefits

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

26 Pages Posted: 11 Dec 2009

Date Written: 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.

Keywords: Life insurance, annuities, retirement benefits

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: https://ssrn.com/abstract=1521599

David A. Pratt (Contact Author)

Albany Law School ( email )

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

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