Use IRA Trusts to Your Clients' Advantage
Be prepared for specific challenges associated with IRA trusts by understanding their unique characteristics. Our essential primer will provide you with a comprehensive overview of these popular trusts, including drafting tactics, advantages of an IRA trust and critical sample forms needed to complete the process.
- Determine the pros and cons of establishing an IRA over other trusts.
- Gain a better understanding of IRA minimum distribution rules.
- Examine tax issues associated with an IRA trust, including income and estate tax.
- Beneficiary Designations (with Sample Forms)
- IRA Minimum Distribution Rules
- Retirement Account Rollover Rules
- Treatment of IRAs in A/B Trusts
- Does Your Client Need an IRA Trust?
- Drafting an IRA Trust
- Legal Ethics
- Tax Issues
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