Beneficiary Designation: Testamentary Trust as Beneficiary | Practical Law

Beneficiary Designation: Testamentary Trust as Beneficiary | Practical Law

Beneficiary designation language for designating a testamentary trust created under the clients will as beneficiary of assets, such as pay on death (POD) accounts, transfer on death (TOD) accounts, Totten trusts, life insurance policies, and retirement plans. This Standard Clause contains integrated notes and drafting tips.

Beneficiary Designation: Testamentary Trust as Beneficiary

Practical Law Standard Clauses w-007-5580 (Approx. 6 pages)

Beneficiary Designation: Testamentary Trust as Beneficiary

by Practical Law Trusts & Estates
MaintainedUSA (National/Federal)
Beneficiary designation language for designating a testamentary trust created under the clients will as beneficiary of assets, such as pay on death (POD) accounts, transfer on death (TOD) accounts, Totten trusts, life insurance policies, and retirement plans. This Standard Clause contains integrated notes and drafting tips.