IRA Trusts: A Practitioner's Guide Part 1
About this Program
In this program, “Super Lawyer” in Estate Planning and Probate law, Gregory Herman-Giddens provides a detailed guide to IRA trusts for practitioners. The course acquaints lawyers with the advantages of IRA trusts, when to use this type of trust, basic requirements, disclaimer planning, and naming a trust. Mr. Herman-Giddens methodically explains the various types of IRA trusts and offers easy-to-understand charts that help elaborate the intricacies involved in the relationship between grantors and beneficiaries. This course also offers some practical hints and tips, such as critical dates for creating and distributing IRA trusts and basic required minimum distribution concepts.
I. Understand the Advantages to Using IRA Trusts
II. Learn Basic RMD and Concepts
III. Know Critical Dates for Filing and Distributing IRA Trusts
IV. Identify When it is Necessary to Draft and Plan Disclaimers
V. Comprehend How to Name a Trust as a Designated Beneficiary
VI. Establish the Benefits and Disadvantages of Using an IRA Payable Trust
good coverage of complicated topics
one of the better instructers
Great overview and briefing on the use of IRA trusts. Clarified a lot of questions for me.
I have been interested in knowing more about this subject and am so thrilled that Lawline offered this course. Thank you!
Most informative, best organized, and clearest CLE course I have ever taken. Thanks Counsel Herman-Giddens. OUTSTANDING! BRAVO ZULU. Well Done! Ron Shea, California
A very clear presentation of a complex topic