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Using Trusts as Beneficiaries of IRAs

  • Broadcast in Finance
Tax Investment Planning Show

Tax Investment Planning Show


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Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.  

The views expressed in this talk are solely the opinions of the speakers involved.  

These opinions are general in nature and not designed to provide specific investment advice to individuals. 

Investors should not make investment decisions based exclusively on the material discussed on this call.

CapSouth Partners is an independent, Registered Investment Advisor.  Please consult your tax or legal advisor before making decisions that may have tax or legal consequences

The topic of today's program is using trust as beneficiaries of IRAs.

We will talk about:

  1. Why you should use them
  2. Reasons why you shouldn't.
  3. Things you'd need to watch out for.
  4. And other major areas of interest in regard to this subject.

This is a very important topic and can be a very useful planning tool. It's also very complicated and you must follow the rules very carefully.

Today's guest will be Carter Bates and Donald Bolden.

Carter is a partner in the law firm of James-Bates-Brannan-Groover, LLP. He is a tax attorney with offices in Macon and Atlanta. He has is LLM degrees in taxation from New York University. He has set up quite a few of these trusts that we will be talking about today.

Donald Bolden is a CFP and CLU. Donald is a Senior Wealth Advisor with CapSouth Partners and he has extensive experience in estate planning.

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