Trusts & Estates
Standalone Retirement Trusts: A Crucial Component of Estate Planning
For most Americans, the majority of one’s wealth is now held in retirement accounts. When it comes to inheritance and estate planning, special considerations are necessary to ensure that these assets are protected and distributed according to the account holder’s wishes. It’s critical for law practices to have knowledge of all the options available for retirement asset transfer, in order to best serve client needs in this area.
The Standalone Retirement Trust (SRT) is a critical element of any estate planning package for clients with retirement assets. Download this brief to learn more about the SRT and how to position it to clients.
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Retirement Accounts in Estate Planning: A Primer
Download our free thought paper on planning for retirement assets.Learn More
Case Studies in Asset Protection, Part 6: Standalone Retirement Trusts (SRTs)
Learn how to use standalone retirement trusts (SRTs) as part of a comprehensive asset protection strategy in this 2 page brief.Learn More
New Law Provides Certainty for Charitable Distributions from IRAs
Download this Insight Brief to learn more about the PATH Act of 2015 and requirements to take advantage of this tax break.Learn More