Article on Maximizing IRA’s Using Trusts

Robert 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 anotherwise unremarkable estate could leave behind a supercharged IRA thatempowers beneficiaries.

Philip J. Kavesh, aveteran estate planning attorney who has trained thousands of financialprofessionals, took part in designing the IRA Inheritance Trust^® and successfullyobtained a Private Letter Ruling for the technique in 2005.

Although severalvariations of “stretch-out” or “see-through” trusts have performed well and gainedpopularity among practitioners, the original IRA Inheritance Trust® is poisedfor a star turn that perfectly anticipates a significant demographic event.

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