Beneficiary Designation: Retirement Benefits Trust as Beneficiary | Practical Law

Beneficiary Designation: Retirement Benefits Trust as Beneficiary | Practical Law

Beneficiary designation language for designating a separate retirement benefits trust for the benefit of an identified individual under a client's will or trust instrument as beneficiary of the client's retirement accounts. This Standard Clause contains integrated notes and drafting tips.

Beneficiary Designation: Retirement Benefits Trust as Beneficiary

Practical Law Standard Clauses w-031-3252 (Approx. 8 pages)

Beneficiary Designation: Retirement Benefits Trust as Beneficiary

by Practical Law Trusts & Estates
MaintainedUSA (National/Federal)
Beneficiary designation language for designating a separate retirement benefits trust for the benefit of an identified individual under a client's will or trust instrument as beneficiary of the client's retirement accounts. This Standard Clause contains integrated notes and drafting tips.