An Estate Planner's Guide to Qualified Retirement Plan Benefits

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Section of Real Property, Probate and Trust Law, American Bar Association, 2002 - Business & Economics - 171 pages
Designed for the non-ERISA specialist who engages in estate planning on a somewhat regular basis and can be used by trust officers, financial planners, CPAs, insurance professionals, as well as lawyers.

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Chapter Two Penalty Taxes
Chapter Three Income Taxation of Benefits
Chapter Four Transfer Taxes

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