What is an IRA Inheritance Trust™ or “IRA Trust”?
An IRA Trust is designed to receive inherited retirement assets while maximizing tax efficiency.
It also provides protection from creditors and helps control distributions to beneficiaries.
Kavesh, Minor & Otis, Inc. — Experienced Estate Planning & Trust Administration Attorneys In Torrance and Serving the Greater South Bay
Are you a successor trustee? We can help you administer a trust smoothly, without stress, surprises or fights.
If you need to speak with an experienced California trust and estate administration lawyer, please contact us online or call us directly at 800.756.5596 to discuss scheduling a free appointment, if you qualify. Please note that our firm can only meet with the Successor Trustee or Executor of a decedent’s CA trust or will. Additionally, we do not contest or litigate any trusts or wills. Our trust and administration law firm proudly serves clients throughout California from our main office in Torrance, including Redondo Beach, Manhattan Beach, Hermosa Beach, El Segundo, Palos Verdes Peninsula and the Greater South Bay area.
Helping clients with customized estate planning guidance and trust & estate administration for over 45 years.