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Provide Your Clients with a Thorough Understanding of IRA Trusts

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Be prepared for specific challenges associated with IRA trusts by understanding their unique characteristics. Our essential primer will provide you with a comprehensive overview of these popular trusts, including drafting tactics, advantages of an IRA trust and critical sample forms needed to complete the process. Register today!

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  • Determine the pros and cons of establishing an IRA over other trusts.
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  • Gain a better understanding of IRA minimum distribution rules, such as individuals as beneficiaries and trusts as beneficiaries.
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  • Learn different tax issues associated with an IRA trust, including income and estate tax.
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Session Time: 10:00 AM - 5:00 PM Eastern
_x000D_ Presenter: Edwin P. Morrow III

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  1. Overview of IRA Trusts
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    10:00 - 10:30_x000D_
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    1. What are the Advantages of an IRA Trust?_x000D_
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      1. Stretching
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      3. Creditor/Divorce/Bloodline Protection
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      5. Proper Management
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    3. When Does it Make Sense to Use an IRA Trust?
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  3. IRA Required Minimum Distribution Rules
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    10:30 - 11:00_x000D_
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    1. Individuals as Beneficiaries
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    3. Trusts as Beneficiary
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  5. Retirement Account Rollover Rules and Mistakes
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    11:00 - 11:30_x000D_
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    1. Same Owner Transfers_x000D_
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      1. Rollovers
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      3. Trustee to Trustee Transfers
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    3. Rollovers to Spouse Beneficiaries
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  7. Drafting an IRA Trust
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    11:45 - 12:45_x000D_
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    1. Revocable vs. Irrevocable
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    3. Conduit vs. Accumulation
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    5. Subtrusts
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    7. Trust Protector Powers
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    9. Beneficiary Designation Language
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  9. Tax Issues
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    12:45 - 1:15_x000D_
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    1. Income Tax
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    3. Estate Tax
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    5. Generation-Skipping Transfer Tax
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  11. Sample Forms
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    1:45 - 2:30_x000D_
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    1. IRA Trust
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    3. Beneficiary Designation
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  13. Using Self-Directed IRAs to Create LLCs for Non-Traditional Investments
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    2:30 - 3:15
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  15. Ethics in Estate Planning Practice
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    3:30 - 4:30_x000D_
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    1. Who is Your Client?
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    3. Attorney Fees
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    5. Protecting Confidentiality
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    7. Avoiding Fraudulent Transfers
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    9. UPL
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    11. Multi-Jurisdictional Practice of Law
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    13. Fiduciary Duty to the Client in the Context of Estate Planning
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  17. Distribution and Termination of IRA Trusts in Estate Administration
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    4:30 - 5:00
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