How do you transfer these special accounts?
When it comes to bank, brokerage, and retirement accounts there are certain steps to take when dealing with transferring them to a trust. Sometimes it requires a visit to a bank branch office, each bank may have their own paperwork to fill out, or there may be a brokerage house that the client needs to visit. This video reviews the steps that need to be taken when dealing with transferring to a trust and discusses how retirement accounts may use a trust as a beneficiary along with a spousal waiver.
Agenda
Faculty
Thomas J. Murphy
Murphy Law Firm, Inc.
- Attorney and Founder of Murphy Law Firm, Inc. in Phoenix, AZ
- Over 40 years of experience with practice focusing on probate law, estate planning, elder law, and tax law and planning for the disabled and those with special needs
- Author of nearly 100 articles that have been published in many national and state professional journals focusing on a wide variety of legal and tax matters
- Has spoken to thousands of attorneys, accountants, and financial advisors and has appeared on several local television and radio stations to discuss tax and legal issues affecting the elderly and their families
- Served on numerous state and county bar association committees and was selected to be the State Bar representative to the Arizona Supreme Court’s Committee on Reform of Lower Jurisdiction Courts
- One of the most experienced trial attorneys in the Southwest, having been the sole or lead counsel in over 100 jury trials; has successfully litigated cases in the United States Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals and has represented clients before all levels of the Internal Revenue Service and Arizona Department of Revenue
- Can be contacted at [email protected] or 480-838-4838
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