Discover the secrets to effectively implementing an estate plan that includes retirement-type assets. Written especially for the practitioner, this important book will alert you to many of the retirement distribution rules that you must know in order to effectively safeguard your client and their retirement assets. Within this concise guide, you'll find: * More than 100 scenarios, questions, and answers that you will most likely encounter * Checklists, sample forms, and summaries of court rulings * Information and resources to help your clients through what is often a very difficult time in their lives. This essential resource can help any retirement and estate practitioner be more responsive to questions about retirement distribution planning, and be more successful at their craft.