Leaving Retirement Benefits in Trust for Minor Children
These are the options available for parents who want to leave an IRA in trust for the benefit of a minor child.
Natalie Choate is a lawyer in Wellesley, Massachusetts, who concentrates in estate planning for retirement benefits. Her book, Life and Death Planning for Retirement Benefits, is a leading resource for professionals in this field. The views expressed in this article do not necessarily reflect the views of Morningstar.