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.

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Answered on 9/09/99, 8:05 pm


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