News & Analysis as of

Life Insurance Pooled Trusts

Gerald Nowotny - Law Office of Gerald R....

PIF the Magic Dragon - Using Life Insurance and Pooled Income Funds to Preserve Retirement Benefits after the Secure Act – Part I

Overview - For many years, the name of the game in retirement planning for income and estate tax purposes has been to maximize the tax deferral of qualified retirement and IRA accounts while preserving the ability to...more

Chambliss, Bahner & Stophel, P.C.

Pooled Trusts: Should You Consider Taking a Dip?

Most special needs trusts (SNTs) are set up to benefit one individual. But it’s possible to contribute to a trust where the funds of many people with special needs are “pooled.” This kind of trust, called a pooled or...more

2 Results
 / 
View per page
Page: of 1

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide