IRA Trusts

IRA Trusts should be considered by clients who have $200,000 (or more) of value in an IRA account. An IRA Trust is a special kind of revocable trust (meaning that it can be modified, revoked, or amended by the client after they create and fund it) that serves as the beneficiary of your IRA funds.

Working with IRA Funds involves navigating a virtual minefield of taxes and penalties should an attorney or client make a mistake; qualified assistance from Bezaire, Ledwitz & Associates ensures that your IRA Trust will function according to your wishes.

Once the IRA Trust is established and begins receiving funds, clients can establish sub-trusts within the large IRA trust for the benefit of spouses, children, and other beneficiaries. This provides asset protection to beneficiaries (from liability, lawsuits, or other challenges), removes difficult decisions for your heirs about whether to cash out the IRA, and ensures that your wishes for the IRA funds are respected with regard to who gets what.

IRA Trusts are complex Estate Planning tools that require an experienced and thoughtful attorney, like those at Bezaire, Ledwitz & Associates. Working with IRA Funds involves navigating a virtual minefield of taxes and penalties should an attorney or client make a mistake; qualified assistance from Bezaire, Ledwitz & Associates ensures that your IRA Trust will function according to your wishes.

Zoom Meeting Information

Samuel B. Ledwitz has been practicing Estate Planning Law for two decades.

He would like to introduce you to the basics of Estate Planning during an informational free upcoming Zoom session.

New sessions are being scheduled. Check back for updates:

Session 1 TBA

Session 2 TBA

 

During this session you can learn:

  • What is a proper Estate Plan

  • Why it is so important to have a proper Estate Plan

  • The do’s and don’ts of Estate Planning

  • Many other aspects of Estate Planning that could affect you

 

Use the form below to sign up.

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