California Society of CPAs / Estate Planning / CalCPA Discussion Forum / Defined Benefit Plan - Estate Taxes / Latest PostsInstantForum.NET v4.1.4California Society of CPAshttp://forums.calcpa.org/forums@calcpa.orgMon, 21 May 2012 03:45:40 GMT20RE: Defined Benefit Plan - Estate Taxeshttp://forums.calcpa.org/Topic698-2-1.aspxSome questions:</P><P>1. One client, or spouses? Tell us about the estate plan currently in place.</P><P>2. Does the payout last until the participant (or survivor) dies? What happens to whatever is left in the plan then? Are there other participants? Does it revert to the employer? </P><P>3. Tell us about "the insurance."</P><P>4. Tell us about what you mean by "IRA trust"?Thu, 04 Dec 2008 14:26:53 GMTJohn Jacobson