IRA Inheritance Trust® Legal Document Form Package
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.
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: Not available for sale to purchasers in Los Angeles or Orange Counties, California.
3 MONTHLY INSTALLMENTS OF $1,831
Just one new engagement will more than return your investment —
and everything else will be pure profit!
$5,495.00
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