Explore the critical aspects of estate planning with Bethel Law's expert insights. This video, featuring Attorney Andrew Bethel, delves into the latest rule changes affecting IRAs, focusing on creditor protection and the strategic use of trusts as IRA beneficiaries. Discover how an Irrevocable IRA Trust can safeguard your assets from creditors and provide a protective yet flexible solution for your estate planning needs. Understand the implications of statespecific laws, including California's stance on trust assets and creditor claims. Join us for an indepth analysis and stay informed on how to secure your financial legacy. Don't forget to like, subscribe, and share this video for more insightful content on estate planning, finances, real estate, and taxes.

00:00 Intro
00:46 Basic Principles – A Trust as an IRA Beneficiary
01:45 Creditors and your Estate
02:18 Irrevocable IRA Trust
03:11 Justification & California Probate Code Section 19001
05:54 Specific Use Case
06:22 Outro

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Disclaimer
Viewing this video does not create the expectation of an Attorneyclient relationship. The information from this video is for general information purposes only. Nothing should be taken as legal advice for any individual case or situation.