Self-Directed IRAs and Traditional IRAs
Advise regarding proper and effective use of self-directed IRAs in estate planning;
Advise regarding formation and use of a limited liability company or business trust as the primary investment of a self-directed IRA;
Counsel regarding selection of beneficiary of IRA;
Use of trust as beneficiary of IRA in lieu of children directly;
Rollovers to surviving spouse’s IRA; creation of separate accounts after death of IRA owner;
Distributions from pension plan to Inherited IRAs by children;
Compliance with prohibited transaction and self-dealing rules.