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5 J. Retirement Plan. 1 (2002)

handle is hein.journals/jrlrp5 and id is 1 raw text is: Journal of Retirement Planning Vol. 5, No. 1 January-February 2002 contents Complacent Advisors Risk Liability 13 By Natalie B. Choate 4 The Continued Need for Prudent Distribution Planning: 14 Difficulties Often Arise in These Areas By George H. Coughlin II Splitting Assets Between Family and Charities at Death: Using 1) CLATs to Improve the Opportunity Set By Peter Melcher, Matthew Zuengler and Caryl Shortridge Peters Fiduciary Income Tax: The Forgotten Tax in Estate Planning 23 By James P Weller Disclaiming Joint Marital Property to Fund a Deceased Spouse's Unified Estate Tax Credit By Kenneth A. Hansen Columns Asset Allocation By Mark E. Balasa 5 Speaking of Aging ... By Erlene Rosowsky Retirement Plan Strategies By Bruce D. Steiner 10 Editor's Choice By Larry Chambers 11 News Desk 38 Interview 41

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