Who’s on First, What’s on Second, I Don’t Know Is on Third – Of Trust Beneficiary RMDs

We are pleased to present an Estate Planning Study by attorney Louis Mezzullo, “Naming a Trust as Beneficiary Under the Minimum Distribution Requirements.”  This topic is drawn from Mr. Mezzullo’s larger work, “An Estate Planner’s Guide to Qualified Retirement Plan Benefits,” published by the American Bar Association Section of Real Property, Trust, and Estate Law.

Louis A. Mezzullo is Of Counsel with the International Law Firm of Withers Bergman LLP. His areas of practice include estate planning, business succession planning, and planning for distributions from qualified benefit plans and IRAs. He has written fourteen books and numerous articles on these subjects.

When you or your clients need fiduciary services, please remember TI-TRUST, Inc.

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