IRA Beneficiary Trust: Disclosure Form

IRA Beneficiary Trust: Client Intake Form for Drafting Plan

IRA Beneficiary Trust: Owner’s Manual Inserts & Coverpages

Sample Beneficiary Designation Forms & IRA Custodian Hold Harmless Language

IRA Beneficiary Trust: Renunciation of Trust Protector Power to Convert Conduit Trust Shares to Accumulation Trust Shares Form

Trust Protector Exercise of Power to Limit Potential Beneficiaries

Seminar Response Form

Seminar Discount Certificate

Seminar Appointment Booking Reminder Cards

Seminar Handout: Federal Estate Tax Chart

Seminar Handout: Uniform Distribution Table

Grantor Retained Annuity Trusts Made Simple Continuing Education Seminar Marketing Package

The ABC’s of ILITs Continuing Education Seminar Marketing Package

The Little-Known “Capital Gains Bypass Trust” Continuing Education Seminar Marketing Package

Everything You Need to Know About QPRTs Continuing Education Seminar Marketing Package

The Top 22 Overlooked Uses of Life Insurance Continuing Education Seminar Marketing Package

“How to Handle the Questions & Answers Session at the End of a Living Trust Seminar” White Paper

Understanding the Net Investment Income Tax Handout

The Top 10 Pre & Post-Mortem Planning Mistakes CPAs Make Continuing Education Seminar Marketing Package

The Top 10 IRA Planning Mistakes CPAs Make Continuing Education Seminar Marketing Package