Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Tuesday, September 10, 2013

Article on Maximizing IRA's Using Trusts

IraRobert L. Moshman (Attorney, New York and New Jersey) recently published his article entitled, Maximizing IRAs  Using Trusts, The Estate Analyst (Sep. 2013). An excerpt from the article is below:

A Baby Boomer with an otherwise unremarkable estate could leave behind a supercharged IRA that empowers beneficiaries.

Philip J. Kavesh, a veteran estate planning attorney who has trained thousands of financial professionals, took part in designing the IRA Inheritance Trust® and successfully obtained a Private Letter Ruling for the technique in 2005.

Although several variations of “stretch-out” or “see-through” trusts have performed well and gained popularity among practitioners, the original IRA Inheritance Trust® is poised for a star turn that perfectly anticipates a significant demographic event.

We caught up with Mr. Kavesh to learn how the IRA Inheritance Trust® works and why it may turn IRAs into the focal point of millions of estate plans for the next generation. 



Articles, Non-Probate Assets, Trusts | Permalink

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