Can we help?
IRA Benefits Trusts Line by Line provides a detailed look at IRA benefits trusts and how to craft them to meet your needs. The author, a noted expert on estate planning, distills the designated beneficiary and minimum distribution rules into an understandable framework for planning. Using that framework, the book explores and explains the options available to practitioners in "stretching out" an IRA to achieve the maximum income tax deferral. A CD-ROM is included, which provides searchable PDF and Microsoft Word® versions of the book with a sample agreement.