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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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