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Using Trusts to Asset Protect IRAs - Advisors Forum National Teleconference (Free for Members)

February 12th, 2013 1:00 pm - 2:00 pm
Location: Virtual (Webinar)
Fees: Free for members, $179 for non-members
Using Trusts to Asset Protect Inherited IRAs
Presenter: TrustCounsel's Gregory Herman-Giddens, Esq., LL.M.

The trillions of dollars in IRAs and qualified plans that are passed down to clients’ beneficiaries upon death could be exposed to creditors, based on many court findings. Learn how to structure asset protection for IRA beneficiaries using trusts designed specifically for the purpose of protecting them from creditors and how to ensure that the beneficiary achieves maximum tax deferral. This arrangement provides significant advantages to clients and beneficiaries, including clients with large IRAs and qualified plans.
The Forum member pricing is FREE.
Non-member Price: $179.00

Register directly with The Advisors Forum: Click Here

Continuing Education Information:
1 CFP credit (CFP Board)
1 CLE credit (California Board of Legal Specialization)