e a presentation to a group of CPAs, attorneys, and financial professionals on the use of trusts as beneficiaries of retirement plans. I spent about an hour explaining the complicated rules for timing distributions and the identification of beneficiaries, of …

Authors: William Browning and Keith Stevens Raising a child with disabilities has many rewards and challenges. Estate planning which is centered around a disabled child is more complex than planning for a minor child. If you die while your child or …