[WSBAPT] Weyerhaueser pension

[Gary Langrock]

Is client able to name a trust as a beneficiary? If so, could you then set
up the kids to be bene of the trust?

On Mon, May 1, 2017 at 12:40 PM, Claudia A Gowan <claudia at cagowanlaw.com>
wrote:

> Colleagues:
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> I understand that the Weyerhaueser pension plan is administered through
> Willis Towers Watson in Chicago, IL. I also understand that the plan allows
> an employee to name only one beneficiary.
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> Does anyone have any experience with the plan on a post-mortem basis? My
> client has a substantial pension, along with two children. He has been
> allowed to name only one of them as a beneficiary.
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> I am searching for options and wonder if anyone has been able to work out
> a NJDRA resolution agreement with them to divide the distributions from the
> pension between two children? Or any other reasonable alternative to
> address this inequity? As it stands, it looks like the only option
> available is to consider non-pro rata distributions of other assets, but it
> is difficult to accommodate given the composition of the estate.
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> Thanks very much.
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> Claudia
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> *Claudia A. Gowan*
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> *Claudia A. Gowan, PLLC*
>
> *2101 Fourth Avenue, Suite 1900*
>
> *Seattle, WA 98121*
>
> *(206) 443-2733 <(206)%20443-2733> (T)*
>
> *(206) 448-**1843** (F)*
>
> *claudia at cagowanlaw.com <claudia at cagowanlaw.com>*
>
>
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> *www.seattletrustsandestates.com <http://www.seattletrustsandestates.com/>*
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