IRA Trusts, Rollovers and Distributions

National Business Institute

Program Description

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.

Course Content

• 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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