IRA Inheritance Trust® Legal Document Form Package
Includes: Digital download of the most updated standalone IRA Inheritance Trust® for the SECURE Act 2.0.
SKU IRATRUST2020
NOTE: This product is NOT available for purchase by attorneys practicing in the South Bay area of Los Angeles.
$3,495.00
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The Standalone IRA Inheritance Trust®
Still a Powerful IRA Planning Tool—Now Updated for SECURE Act 2.0
One of the most impactful estate planning innovations in recent years is the Standalone IRA Inheritance Trust®—a specialized “Living Trust for an IRA” that helps clients preserve retirement assets, reduce taxes, and protect beneficiaries from creditors and predators.
Originally developed by estate planning attorney Philip Kavesh and approved by the IRS in PLR 200537044, this strategy has been successfully implemented in thousands of estate plans and tested in real-world trust administrations.
With sweeping changes introduced by the SECURE Act and SECURE Act 2.0, the need for smart IRA planning is greater than ever. This legal document and training package—co-developed with nationally recognized tax attorney Ed Morrow—reflects the latest updates, ensuring you’re fully equipped to offer clients current, compliant solutions.
What You’ll Get:
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Fully customizable IRA Inheritance Trust® forms for single and married clients
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Step-by-step technical training with Phil Kavesh
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Detailed charts, checklists, beneficiary forms, and more
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SECURE Act 2.0–compliant language and updates
This package gives you everything you need to confidently implement this advanced planning strategy in your own practice. Visit the Details tab to explore the full list of what’s included.
What’s included in the IRA Inheritance Trust® Legal Document Form Package?
The IRA Inheritance Trust® Legal Document Form Package comes with the complete, modifiable standalone IRA Beneficiary Trust with all of the provisions needed to draft this trust for clients. The Package includes:
- Complete Married & Single IRA Trust Document (Updated for the SECURE Act), PLUS…
- Manual Inserts
- Beneficiary Designations
- IRA Trust Certification
- IRA Trust Flow Chart
- IRA Trust Introduction
- Forms & Charts
- Client Interview Form
- Converting Shares
- IRA Trust Drafting Decision Chart
- Example BDFs & Hold Harmless Language
- Trust Disclosure
- Uniform Distribution Table & Traditional IRA Distribution Chart
- Related PLRs & Articles
- Training Materials
- “How to Draft IRA Trusts Using Our Form” Technical Training with Phil Kavesh
- A drafting video demonstration with Phil’s Senior Estate Planning Paralegal
- All forms/handouts used in training Trust Documents (for Married & Single)
All of the legal document forms come in a modifiable Microsoft Word format for you to be able to easily modify, edit and assemble (or add to your existing word processing software). NOTE: This is NOT a software program and there are no automated/macro-type functions with our forms. While drafted for Mr. Kavesh’s law firm based out of California, this strategy is based on federal law and has applicability to all states.
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