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Beneficiary Designation Forms for Transfers to Charity (1 Page)

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Description

This Form provides several alternative beneficiary designations for charities. Since retirement plan benefits are generally subject to both income tax and estate tax, they are excellent choices to be used to satisfy the charitable goals of a plan participant. In the Alternative a, b, and c designations below, a simple statement designating either the entire plan, a fixed dollar amount from the plan or a percentage of the plan balance as of date of death as the amount payable to charity is all that is necessary. Alternative d. makes reference to the charitable gift from the Plan being a percentage of the participant’s estate. Plan administrators may be wary of this designation, as it requires them to utilize information which is not part of the Plan, hence the indemnification language allowing the administrator to rely on the information provided by the representative of the decedent’s estate.

Author:
Steven G. Siegel is president of The Siegel Group, a Morristown, New Jersey - based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School and an LLM in Taxation from New York University.

He is the author of several books, including: Planning for An Aging Population; Business Entities: Start to Finish; Taxation of Divorce and Separation; Income Taxation of Estates and Trusts, Preparing the Audit-Proof Federal Estate Tax Return, Putting It Together: Planning Estates for $5 million and Less, Family Business Succession Planning, Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts; The Federal Gift Tax: A Comprehensive Analysis; Charitable Remainder Trusts, Grantor Trust Planning: QPRTs, GRATs and SCINs, The Estate Planning Course, The Retirement Planning Course, Retirement Distributions: Estate and Tax Planning Strategies; The Estate Administration Course, Tax Strategies for Closely-Held Businesses, and Tort Litigation Settlements: Tax and Financial Issues.
Mr. Siegel has lectured extensively throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including National Law Foundation, AICPA, CCH, National Tax Institute, National Society of Accountants, and many others.  He has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.

The Siegel Group provides consulting services to accountants, attorneys, financial planners and life insurance professionals to assist them with the tax, estate and business planning and compliance issues confronting their clients. Based in Morristown, New Jersey, the Group has provided services throughout the United States. The Siegel Group does not sell any products. It is an entirely fee-based organization.
Contact the Siegel Group through its president, Steven G. Siegel, e-mail:
steve@siegel.net.

You may also be interested in the following form(s) and/or downloadable books:

11 Retirement Plan Beneficiary Designation Forms (11 Forms, 32 Pages)

11 Retirement Plan Beneficiary Designation Forms (11 Forms, 32 Pages)
$ 299.00
     
 

 

 

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