Do You Know the Difference Between a
Well-Drafted and Poorly-Drafted
IRA Beneficiary Trust?
Are you drafting (or thinking about drafting) IRA Beneficiary Trusts without knowing about the many technical issues and traps?
Even if you use a good document form, you can’t rely on it alone. You will often need to customize certain provisions for particular client situations - - and do you know what language you can touch (or not) and how to modify it without jeopardizing the potential income tax stretchout of required minimum distributions?
Consider this…every one of the following IRA Beneficiary Trust provisions must meet exacting IRS standards (you can’t just use your typical Living Trust provisions):
-
Payment of debts, expenses and taxes
-
Definitions of “income”, “issue” and “children”
-
Exemption-Marital Trust funding formula
-
Distribution of Marital Trust (“QTIP”) income
-
Charitable bequests
-
Cash bequests to individuals
-
Lifetime and testamentary powers of appointment
-
Contingent beneficiaries (“catastrophe”) provision
-
Trustee powers
Join us and our President, Philip J. Kavesh, nationally renowned expert on drafting IRA Beneficiary Trusts and creator of the PLR-approved IRA Inheritance Trust®, for a special presentation entitled, “The Traps & Tricks of Drafting IRA Beneficiary Trusts”.
On this 90-minute program, Phil will not only address the above technical issues and traps, but he will also teach you:
-
How to choose whether a “conduit” or “accumulation” subtrust is right for each particular beneficiary
-
How to utilize a special “toggle switch” to keep that choice open until after the IRA owner dies!
-
How to plan for blended families and second marriages, while avoiding QTIP nightmares!
-
How to plan for Roth IRAs and qualified retirement plans that may later be converted to Roth IRAs
-
How to draft simple Beneficiary Designation Forms to properly implement the Trust - - that the custodian will actually accept!
-
And much, much more!
PROGRAM DETAILS:
Title: The Traps & Tricks of Drafting IRA Beneficiary Trusts
Duration: 90 minutes
Cost: $149 for Immediate Download / $199 for Printed Materials & CD
Speaker: Philip J. Kavesh, J.D., LL.M.(Tax), CFP®, ChFC, CA State Bar Certified Specialist
Purchase Includes: Handout Materials & Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
|
IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
|
$149
|
 |
|
PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
|
$199 + S&H
|
|
By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc. and Philip J. Kavesh are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc. and Philip J. Kavesh. |