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Natalie Choate quoted in “How to Hand Down Assets in Retirement Plans”

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The Wall Street Journal
11.21.2009

Natalie Choate, a member of the firm’s Trusts & Estates practice, was quoted in “How to Hand Down Assets in Retirement Plans” in The Wall Street Journal on November 21. The article discusses how to hand down assets in retirement plans regardless of whether you have a will or living trust. Natalie points out that whether you have a will or living trust it won't directly affect your estate-planning for retirement-plan assets since retirement-plan benefits aren’t governed by your will, but instead are passed to the beneficiary named on the beneficiary-designation form.

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