Phil Kavesh’s IRA Inheritance Trust

IRA Inheritance Trust

Estate planning attorney, Philip Kavesh, developed the IRA Inheritance Trust®, which became one of the biggest breakthroughs in estate planning in the past few years. This trust strategy, which effectively is described as a “Living Trust for an IRASM”, is a standalone trust instrument for IRAs, 401(k)’s and other retirement assets. It was not only created to provide better estate planning options for retirement assets, but with the assistance of Keebler & Associates, LLP, was approved by the Internal Revenue Service in Private Letter Ruling 200537044 back in 2005. Learn More.

Even following the SECURE Act, the standalone IRA Inheritance Trust® is still a fantastic strategy to help your clients reduce income tax liability to their beneficiaries and better protect their retirement assets they wish to pass down. If you are an estate planning attorney and are looking for an easy, simple and reasonably-priced means of implementing this unique strategy into your practice, you can now do for a low one-time licensing fee.

The IRA Inheritance Trust® Legal Document Form Package comes with the complete, modifiable standalone IRA Beneficiary Trust with all the provisions needed to draft this trust for clients.

The Package includes:

  • Complete Married & Single IRA Trust Document (Updated for the SECURE Act), PLUS…
    • Manual Inserts
    • Beneficiary Designations
    • IRA Trust Certification
    • IRA Trust Flow Chart
    • IRA Trust Introduction
  • Forms & Charts
    • Client Interview Form
    • Converting Shares
    •  IRA Trust Drafting Decision Chart
    • Example BDFs & Hold Harmless Language
    • Trust Disclosure
    • Uniform Distribution Table & Traditional IRA Distribution Chart
  • Related PLRs & Articles
  • Training Materials
    • “How to Draft IRA Trusts Using Our Form” Technical Training with Phil Kavesh
    • A drafting video demonstration with Phil’s Senior Estate Planning Paralegal
    • All forms/handouts used in training Trust Documents (for Married & Single)

All the legal document forms come in a modifiable Microsoft Word format for you to be able to easily modify, edit and assemble (or add to your existing word processing software). NOTE: This is NOT a software program and there are no automated/macro-type functions with our forms. While drafted for Mr. Kavesh’s law firm based out of California, this strategy is based on federal law and has applicability to all states.

SAVE 10% ON YOUR ORDER.

You can save 10% on your order by using the promo code KEEBLER while checking out.

LEARN MORE

To order by phone or for any questions, contact The Ultimate Estate Planner, Inc. at 1.866.754.6477 or at www.ultimateestateplanner.com