How to Market and Sell More IRA Beneficiary Trusts – – After the SECURE Act

• Speaker: Philip J. Kavesh
• Duration: 90 minutes

The Traps & Tricks of Drafting IRA Trusts & Beneficiary Forms After the SECURE Act

• Speaker: Edwin P. Morrow III, Philip J. Kavesh
• Duration: 90 minutes

Proper Post-Death Administration of IRA Beneficiary Trusts

• Speaker: Philip J. Kavesh
• Duration: 90 minutes

The Standalone IRA Beneficiary Trust: An Introductory Overview

• Speaker: Philip J. Kavesh
• Duration: 60 minutes