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Rabbi Trusts

A rabbi trust is a type of grantor trust used to hold assets for nonqualified executive benefit plans. Having pioneered the rabbi trust concept in the 1980s, we are now proud to be a national leader in designing and administering these trusts.


Rabbi Trust Provisions

• Benefit security
• Tax advantage for participant
• Protects against change of control or change of heart by management
• Provides discretionary trustee after a change of control
• Assets remain subject to creditor claims during bankruptcy
  

Major Optional Provisions

• Revocable/Irrevocable
• Funding levels
• Change of heart protection

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