Using Subtrusts in IRA Planning
The IRS has officially ended the era of "wait and see" for IRA distributions. With the release of the final regulations, your old trust templates are likely obsolete. Failure to include specific "separate share" language can now cost your clients' heirs decades of tax-deferred growth. This course provides the exact drafting snippets and regulatory analysis you need to navigate the post-SECURE Act landscape with confidence. Register today!
- Clarify the latest IRS guidance on see-through trusts and the 10-year rule.
- Draft better specific portion allocations and conduit/accumulation toggle provisions.
- Learn how to structure your trust documents to allow each sub-beneficiary to use their own RMD schedule.
Using Subtrusts in IRA Planning
The IRS has officially ended the era of "wait and see" for IRA distributions. With the release of the final regulations, your old trust templates are likely obsolete. Failure to include specific "separate share" language can now cost your clients' heirs decades of tax-deferred growth. This course provides the exact drafting snippets and regulatory analysis you need to navigate the post-SECURE Act landscape with confidence. Register today!
- Clarify the latest IRS guidance on see-through trusts and the 10-year rule.
- Draft better specific portion allocations and conduit/accumulation toggle provisions.
- Learn how to structure your trust documents to allow each sub-beneficiary to use their own RMD schedule.
Product Information
Product Information
Shipping & Returns
Shipping & Returns
Description
The IRS has officially ended the era of "wait and see" for IRA distributions. With the release of the final regulations, your old trust templates are likely obsolete. Failure to include specific "separate share" language can now cost your clients' heirs decades of tax-deferred growth. This course provides the exact drafting snippets and regulatory analysis you need to navigate the post-SECURE Act landscape with confidence. Register today!
- Clarify the latest IRS guidance on see-through trusts and the 10-year rule.
- Draft better specific portion allocations and conduit/accumulation toggle provisions.
- Learn how to structure your trust documents to allow each sub-beneficiary to use their own RMD schedule.
