Legal Question in Wills and Trusts in California
Rabbi Trust
I am interested in information about a Rabbi Trust. I am 66 years old, a Pastor of a church. I would like to use this as a salary reduction plan to allow me to keep my present income under the allowable limits while drawing retirement from Social Security.
Asked on 8/16/99, 10:49 am
1 Answer from Attorneys
Leslie Beckhart
Law Offices of Leslie Kent Beckhart
Re: Rabbi Trust
This is a specialized kind of trust and I would suggest you seek an experienced estate planning attorney about whether it will protect your social security benefits.
Answered on 9/09/99, 8:05 pm