IRA Trusts in Estate Planning for Tax Savings and Asset Preservation

Recording of a 90-minute CLE webinar with Q&A

Conducted on Thursday, May 31, 2012
Recorded event now available

This CLE webinar will prepare estate planning practitioners 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 value of the trust assets increase tax-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 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.


  1. Advantages of IRA trusts
  2. Asset protection benefits
  3. Tax-savings benefits
  4. Minimum distribution rules and rules applicable to IRAs
  5. Structuring IRA trusts


The panel will review these and other key questions:

  • 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?


Scott K. Tippett, Director
Carruthers & Roth, Greensboro, N.C.

He focuses on wealth law and provides an integrated approach to estate planning and administration, asset protection planning, business law, and tax matters. He counsels on a full range of business, tax, asset protection, and estate planning matters including estate and tax planning for high and ultra high net worth individuals. He frequently presents on asset protection planning and tax matters.

Gregory Herman-Giddens, President
TrustCounsel, Chapel Hill, N.C.

His practice focuses on estate planning, probate, trust administration, asset protection and taxation. He is a board certified specialist in estate planning and probate law and a certified financial planner. He is a frequent speaker and published author on issues involving estate planning and asset protection and publishes the North Carolina Estate Planning Blog. He is licensed to practice in North Carolina, Florida, Tennessee and New York.


Recorded Event

Includes full event recording plus handouts (available after live webinar).

CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, HI, MO, MT, NY, TX*, VT, WA, WV. Upon request, self-study credit is also available in: CO, FL, GA, ID*, KY, ME, ND, NE, NH, NM, NV, OR, UT, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or (*Indicates that Strafford needs to process the CLE — see below to purchase this option.)

Recorded Webinar Download $127.00
Available three business days after the live event

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Recorded Audio Download (MP3) $127.00
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DVD (Slide Presentation with Audio) $127.00 plus $9.45 S&H
Available ten business days after the live event

CD (Audio with Slide PDFs) $127.00 plus $9.45 S&H
Available ten business days after the live event

On-Demand CLE - Audio Recording

Includes streaming audio of full program plus handouts (available 24 hours after live program).

Strafford is an approved provider and can request CLE credit for On-Demand programs in the following states:


*Not available for transitional attorneys in NY.

On-Demand CLE Audio $127.00
Available 24 hours after the live event

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Program Materials

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Program Materials

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Customer Reviews

The webinar offered excellent insight into some specific areas.

Beth Ann R. Lawson

Virginia Beach Law Group

I thought the information provided was great.

Erika Gamiz

Law Offices of Marcia L Kraft

The program was well organized and discussed the major issues.

Roxy Hammett

Wolff & Samson

Better than I expected. Well done on both subject matter and production quality.

Jeff Simpson

Gordon, Fournaris & Mammarella

The seminar was very informative and easy to understand.

Amy Allison

Anderson Hunter Law Firm

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Estate Planning Advisory Board

Brian M. Annino


Annino & Ligon

L. Paul Hood, Jr.

Consultant, Speaker and Author

The University of Toledo Foundation

Richard S. Franklin


McArthur Franklin

J. Leigh Griffith

Partner and Practice Group Leader - Tax

Waller Lansden Dortch & Davis

Susan M. von Herrmann


Schiff Hardin

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