Have You Still Not Heard About
The Standalone IRA Beneficiary Trust?

(or, Have You Heard About This Trust But Still Aren’t Sure
What It’s All About and Whether It’s a Fit for Your Practice?)

It’s now been over 10 years since the Standalone IRA Beneficiary Trust strategy was approved by the IRS, yet we still see estate planners that have never heard of it - - or aren’t sure what it’s all about, or if it’ll work, or if they can draft it - - so they’re not recommending this trust to their clients.

That’s unfortunate, because the IRA Beneficiary Trust is a great fit for so many clients and their heirs - - and is easy to add to just about any Living Trust-centered practice.

Plus, with pre and post-death planning falling off because of the higher estate tax exemption, the IRA Beneficiary Trust is a great new product that can improve your bottom line.

Given all this, now is the time to start taking a closer look at the IRA Beneficiary Trust.

Fortunately, by popular demand, nationally renowned estate planning attorney, Philip J. Kavesh, creator of the standalone IRA Beneficiary Trust known as “The IRA Inheritance Trust®” (subject of the IRS’ positive ruling on this strategy), will be presenting a 90-minute presentation on Wednesday, April 26th, 2017 at 9am Pacific Time (12pm Eastern Time) entitled, “The Standalone IRA Beneficiary Trust: An Introductory Overview”.

Whether you’re an estate planning attorney, CPA, financial advisor, life insurance agent or some other type of estate planning professional, this program will introduce you to the Standalone IRA Beneficiary Trust strategy and motivate you to move forward with marketing and drafting it.

During this program, you will learn:

  • The reasons and IRS rules behind the IRA Inheritance Trust®
  • Why naming individuals as beneficiaries of an IRA may cause problems and the eight potential problems that affect just about every single client’s beneficiaries
  • Why naming a Living Trust as IRA beneficiary is usually a terrible idea!
  • What the IRA Inheritance Trust® is, how it works, and the 2 major goals it accomplishes for your clients!
  • A case study to better understand how the IRA Inheritance Trust® is set up and how it works to protect different types of beneficiaries
  • Who should get an IRA Inheritance Trust® and why?
  • How the IRA Inheritance Trust® stacks up to planning alternatives, like the Annuity Restricted Beneficiary Payout and the Trusteed IRA
  • How you can “supercharge” your IRA planning using the IRA Inheritance Trust® and Roth IRAs!
  • How the IRA Inheritance Trust® is a WIN-WIN for everyone - - your clients, the estate planning attorney, the CPA, the financial advisor, and the life insurance agent!
  • How to begin to quickly and easily implement this strategy in your practice!
  • Program Title: The Standalone IRA Beneficiary Trust: An Introductory Overview
  • Speaker:
  • Duration: 60 minutes

Philip J. Kavesh

J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Philip J. Kavesh

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning.

Phil has earned significant recognition and accolades over his approximately 33 years of practice as an estate planning attorney. Phil holds a Master’s Degree (LL.M.) in Tax Law and is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations. Phil has served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil was also selected by his peers and served on their behalf as the California Legislative Liaison for the International Association of Financial Planners and has represented the estate planning attorney community in testifying before State legislative committees seeking to regulate the estate and financial planning professions and to eliminate “trust mills”. In fact, several of the practice forms and client disclosure pieces created by Phil have been incorporated into new legislation and regulations. Furthermore, Phil was one of three attorney co-founders of the American Academy of Estate Planning Attorneys.  He has also been an honorary member of the National Network of Estate Planning Attorneys and is an active member of WealthCounsel.

Phil has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publications, including Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Journal of Retirement Planning, Ed Slott’s IRA Newsletter, Investment Advisor Magazine, Life Insurance Selling, and PacQuarterly. He has appeared on several television and radio programs and his weekly TV show, “Preserve Your Estate”, was broadcasted on local Los Angeles TV for over six years.

Additionally, Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset TrustSM and the IRA Inheritance Trust®. His unique legal documents have been licensed to hundreds of attorneys all across the country, through his company, The Ultimate Estate Planner, Inc.  He has also authored or co-authored several outstanding consumer publications including “The Ten Biggest Mistakes People Make When Setting Up a Living Trust”, “The Top Ten Estate Planning Mistakes Wealthy People Make”, and “21st Century Wealth”.

Even more impressive are Phil’s accomplishments as a speaker and educator of the public and his professional peers. Phil has personally presented over 2,000 seminars on estate, tax and financial planning to the general public, to various major corporations and their employees, and to CPAs, financial planners and attorneys.  His renowned seminars have been duplicated and sold to thousands of estate planning professionals and financial advisors in the U.S. and Canada.  Phil has devoted substantial efforts to improving the standards in the estate planning and financial planning industries by personally training over 4,000 attorneys and financial planners.


The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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We also have a special 3-part series entitled, “What You Need to Know About IRA Beneficiary Trusts”. This series will give everything you need to know about how to add IRA Beneficiary Trust planning to your practice.  Plus, you will receive this presentation, “The Standalone IRA Beneficiary Trust: An Introductory Overview” as a FREE bonus program (a $169 value!) when you sign up for the series!

The series includes the following programs:

For more information about the series and to take advantage of a special bundle price for registering for all 3 programs and receive your FREE Bonus Program, click here.

**If purchased after teleconference date,  you will automatically receive the downloadable PDF Handout Materials and MP3 Audio Recording for that program.