North Carolina Estate Planning Attorney Instructs National Teleconference on IRA Trusts
Tailored to attorneys, financial planners, accountants, CPAs, and trust officers, the 90-minute continuing education teleconference reviews the specific benefits of IRA trusts and the applicable rules. IRA trusts are a special type of trust that offer asset protection advantages while preserving tax benefits for beneficiaries. Herman-Giddens will provide a comprehensive overview of IRA trusts, including drafting tactics and critical sample provision. He will also review minimum distribution and retirement account rollover rules.
Herman-Giddens is President of TrustCounsel, ...








