http://provisolaw.com/2010/02/retirement-plan-trusts/?utm_source=rss&utm_medium=rss&utm_campaign=retirement-plan-trusts Business and Estate Planning Attorneys Mon, 07 Nov 2011 15:32:38 +0000 hourly 1 http://wordpress.org/?v=3.3 http://provisolaw.com/2010/02/retirement-plan-trusts/comment-page-1/#comment-1159 Patricia Godfrey, EA Sat, 09 Oct 2010 23:17:43 +0000 http://provisolaw.com/?p=521#comment-1159 I am a tax practioner and professional trustee. I also possess an investment advisory, business advisory, and paralegal background. Your article's content is consistent with other published articles on the subject. However, your the "toggle trust" is a new concept for me. Question: Does the trust protector have to make the decision [between conduit v accumulation] within nine months due to a disclaimer provision? Can you provide citation? Thanks. I am a tax practioner and professional trustee.
I also possess an investment advisory, business advisory, and paralegal background.
Your article’s content is consistent with other published articles on the subject.
However, your the “toggle trust” is a new concept for me.
Question: Does the trust protector have to make the decision [between conduit v accumulation] within nine months due to a disclaimer provision? Can you provide citation?
Thanks.

]]> http://provisolaw.com/2010/02/retirement-plan-trusts/comment-page-1/#comment-1148 Retirement Wed, 16 Jun 2010 15:01:31 +0000 http://provisolaw.com/?p=521#comment-1148 I am a retired banker with a former position to offer retirement plans. I so agree with this article and I believe anyone should always consult a professional tax attorney and a CPA. I am a retired banker with a former position to offer retirement plans.
I so agree with this article and I believe anyone should always consult a
professional tax attorney and a CPA.

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