A Retirement Plan that’s Not ‘Tax-Qualified’ Is Still Excluded from Estate Property
Declining to create a circuit split, Third Circuit Judge Thomas Ambro held that a retirement plan structured according to ERISA is excluded from estate property even if transactions by the trust violated ERISA or IRS Code regulations.
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Case Details
Case Citation
McDonnell v. Gilbert (In re Gilbert), 23-2944 (3d Cir. Oct. 24, 2024)
Case Name
McDonnell v. Gilbert (In re Gilbert)
Case Type
Consumer