Retirement Plan (Protector) Trusts

Attorney Brenda Geiger walks you through how a Retirement Plan (Protector) Trust can protect the inheritance of your client's children.  Items covered in this video include:

  • The "Stretch-Out" that is available to beneficiaries of IRA, 401k or other qualified retirement plans.
  • Lack of creditor/asset protection of these IRA's when they move on to the next generation.
  • US Supreme Court Case (The Clark Case) decision
  • Factors to consider when deciding who should be the primary and who should be the contingent beneficiary of your retirement accounts.