IRA Trust Taxation and IRA Trusts at Administration

Cameron Kelly presented “IRA Trust Taxation and IRA Trusts at Administration” at the National Business Institute, on October 5, 2016.  A continuing education course provided to attorneys, financial planners, trust officers, accountants and CPA’s to relating to holding inherited IRAs in trust for beneficiaries. Topics will include income tax treatment, qualifications standards for IRA trusts, the use of disclaimers to reform trusts or beneficiary designations that may disqualify the trust.