The Denver Bar Association
The Denver Bar Association

Denver Bar Association

The Minimum Distribution Rules and Retirement Benefits Payable to Trusts

Introduction

Minimum Distribution Rules Applicable to Retirement Benefits Payable to Trusts

Forms

Pros, cons and pitfalls of leaving retirement benefits payable to various types of trusts typically used in estate planning.

Introduction: Terminology used in this outline

Minimum Distribution Rules Applicable to Retirement Benefits Payable to Trusts - Part II