Retirement Benefit Planning

strong, focused and on point

Retirement benefits, including pension, 401(k), deferred compensation, IRAs and other plan benefits, play an increasingly important role in the estates of many of Maslon's clients. They rely on the exceptional experience our dedicated Estate Planning attorneys have achieved over years of helping clients deal with the complex and ever-changing retirement benefits laws. We work closely with our clients to establish strategies designed to achieve their goals.

Skilled in drafting sophisticated beneficiary-designations critical to good retirement-benefit planning, our attorneys will help you take advantage of techniques that constrain taxes on your pension, 401(k), deferred compensation, IRA or other benefit. We have extensive experience in drafting trusts that can take advantage of sophisticated estate planning techniques, while avoiding the unnecessary acceleration of income taxes that can result from the improper use of trusts for retirement benefits.

Contact one of our attorneys to find out more about we can help you obtain maximum value from your benefits.

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