Training on Standalone IRA Beneficiary Trusts

We are holding one of our most popular technical training teleconferences on the IRA Inheritance Trust® tomorrow with our President, estate planning attorney and IRA Inheritance Trust® creator, Philip Kavesh. This teleconference is always one of our most well-attended and popular programs for those looking to add this unique and niche area of planning to their estate planning practice. See below for more information:

The Traps and Tricks of Properly Drafting IRA Trusts

Speaker: Philip Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, CA State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Date: Wednesday, March 5, 2014
Time: 9am Pacific Time (12pm Eastern)
Duration: 90 minutes

All attendees will be offered a discount on our IRA Inheritance Trust® products following the teleconference.

To register, click here or call 1-866-754-6477.

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