The Anatomy of an IRA Accumulation Trust (With Sample Forms and Clauses)
If a married client has an inherited IRA and is permitted to take RMDs based on life expectancy, can the client use the Uniform Table? Does it matter when the IRA is inherited? One wrong word in an IRA trust document can invalidate decades of tax-deferred growth. This four-hour program goes clause by clause through the qualifying trust language that makes or breaks an IRA accumulation trust - beneficiary identification, distribution standards, RMD provisions, trustee powers, and beneficiary designation forms. You leave with annotated sample forms and a ready-to-use clause library. Register today!
- Get help in drafting specific language for various situations.
- Distinguish between conduit and accumulation trusts for IRA planning.
- Draft and audit five critical provisions with the help of sample language and checklists.
- Bring legacy documents into compliance using a practical audit and amendment framework.
- Spot the most common qualifying language failures and apply specific fixes.
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$34.65The Anatomy of an IRA Accumulation Trust (With Sample Forms and Clauses)
If a married client has an inherited IRA and is permitted to take RMDs based on life expectancy, can the client use the Uniform Table? Does it matter when the IRA is inherited? One wrong word in an IRA trust document can invalidate decades of tax-deferred growth. This four-hour program goes clause by clause through the qualifying trust language that makes or breaks an IRA accumulation trust - beneficiary identification, distribution standards, RMD provisions, trustee powers, and beneficiary designation forms. You leave with annotated sample forms and a ready-to-use clause library. Register today!
- Get help in drafting specific language for various situations.
- Distinguish between conduit and accumulation trusts for IRA planning.
- Draft and audit five critical provisions with the help of sample language and checklists.
- Bring legacy documents into compliance using a practical audit and amendment framework.
- Spot the most common qualifying language failures and apply specific fixes.
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If a married client has an inherited IRA and is permitted to take RMDs based on life expectancy, can the client use the Uniform Table? Does it matter when the IRA is inherited? One wrong word in an IRA trust document can invalidate decades of tax-deferred growth. This four-hour program goes clause by clause through the qualifying trust language that makes or breaks an IRA accumulation trust - beneficiary identification, distribution standards, RMD provisions, trustee powers, and beneficiary designation forms. You leave with annotated sample forms and a ready-to-use clause library. Register today!
- Get help in drafting specific language for various situations.
- Distinguish between conduit and accumulation trusts for IRA planning.
- Draft and audit five critical provisions with the help of sample language and checklists.
- Bring legacy documents into compliance using a practical audit and amendment framework.
- Spot the most common qualifying language failures and apply specific fixes.
