Course Details

Structuring IRA Trusts In Estate Planning: Strategies For Minimizing Taxes And Preserving Assets

Webinar: ID# 1015769
Recorded CD or On-Demand
About This Course:
This CLE/CPE webinar will prepare estate planning practitioners and tax advisors to identify opportunities for estate planning associated with IRA trusts. The panel will outline the asset protection and tax savings benefits, structuring IRA trusts, and minimum distribution rules.


IRA trusts provide important estate planning benefits. The trust allows distributions to be extended over time to reduce tax liabilities while the trust assets’ value growstax free during the beneficiaries’ lifetime. IRA trusts also provide asset protection from creditors or divorce.

The IRA trust, set up as the beneficiary of an IRA account, must adhere to specific rules from the time the trust is created and must stay in compliance with changes in IRA rules. Counsel and tax advisors must also understand the minimum distribution rules that play a role in the estate planning process.

Listen as our authoritative panel of estate planning attorneys discusses best practices for maximizing the benefits of IRA trusts, identifies the advantages of these trusts, explains drafting techniques, and reviews minimum distribution rules.

  • Advantages of IRA trusts
  • Asset protection benefits
  • Tax savings benefits
  • Minimum distribution rules and rules applicable to IRAs
  • Structuring IRA trusts

The panel will review these and other key issues:
  • What are the minimum distribution rules that must be complied with when using IRA trusts?
  • What are the tax savings benefits of IRA trusts?
  • What asset protection benefits are available through IRA trusts?
Learning Objectives

After completing this course, you will learn the minimum distribution rules that must be complied with when using IRA trusts in estate planning for clients, the tax savings benefits of IRA trusts, and asset protection benefits available through IRA trusts.


Salvatore J. LaMendola, Member
Giarmarco Mullins & Horton, Troy, Mich.
Mr. LaMendola specializes in charitable planning and planning for retirement plan benefits. He is the editor of the firm’s E-Update, a monthly publication that summarizes several recent developments of interest to estate planners. He is also the assistant editor of the firm’s Newsletter, a quarterly publication that contains several articles on estate planning, business succession planning and charitable planning topics. He has been a member of the firm since 1996 and of the State Bar of Michigan since 1994.

Edwin P. Morrow, III, Esq., Senior Wealth Specialist
Key Private Bank Wealth Advisory Services, Dayton, Ohio
Mr. Morrow advises high net worth private banking clients on tax, trust and estate planning matters. He previously maintained a private law practice in Cincinnati and Springboro, Ohio, working in taxation, probate, estate and business planning. He is a certified specialist in estate planning, probate and trust law by the Ohio State Bar Association. Mr. Morrow frequently contributes his expertise to lectures and publications analyzing estate planning issues.

Continuing Education Credits Available

This program has been approved for 1.5 CPE hours through Strafford Publications. CPE Credit is available only for the LIVE webcast. Recorded versions do not qualify for credit.

Strafford is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.


To obtain CPE credit, attendees must participate in the live event, return an Official Record of Attendance to Strafford affirming their participation (including the CPE code announced during the program), and pay a processing fee of $35 per person.

Credit Confirmation

Strafford will mail a certificate of credit within approximately 2 weeks of receiving an attendee's completed Official Record of Attendance—provided all required conditions have been satisfied.


Handout materials and the phone number for live presentations are made available to you 1 day prior to the event via email from the presenter. Copies of the presentations are included with recorded versions.

If you order a recorded version of the webinar, CD's will be mailed out approximately 10 days after the live event. Shipping is included in the price of recorded versions.
Structuring IRA Trusts In Estate Planning: Strategies For Minimizing Taxes And Preserving Assets
or via CD or On-Demand
Course Details
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