Case Studies in Asset Protection, Part 6: Standalone Retirement Trusts (SRTs)

Resource Center

by WealthCounsel Staff

Standalone Retirement Trusts are separate trusts established for the primary benefit of being named as the beneficiary of a grantor’s retirement account when a client dies. With a traditional IRA, a retirement plan administrator contacts designated beneficiaries who can decide to receive those funds now, later, or some combination in between. Learn how to use them and why in this 2 page brief.