EVANS & ASSOCIATES

IRA Inherited Trusts,
IRA Beneficiary Restricted Access Trusts (IBRATSM)

IRA TRUSTS

PROTECTING INHERITED IRAS

Our office provides strategies for protecting IRAs that are inherited by non-spouse beneficiaries, especially in light of the June 2014 U.S. Supreme Court ruling that inherited IRAs are not protected under Federal Bankruptcy law. Inherited IRAs are also at risk in divorce, from lawsuits and other creditors. Please contact our office to discuss different state creditor exemptions and examine the use of "IRA Trusts" as a method to ensure maximum protection of inherited IRA principal, the use of “accumulation” or “discretionary” trusts, where a beneficiary’s annual distributions may be shielded from creditors.

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