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  • Trust Drafting Memo Trusteed Ira.pdf - The Private Trust Company

Get Trust Drafting Memo Trusteed Ira.pdf - The Private Trust Company

MEMORANDUM TO: Drafting Attorneys FROM: The Private Trust Company, N.A. RE: Provisions to be Incorporated into IRS Form 5305, or Instrument Establishing Trusteed IRA naming The Private Trust Company,.

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What is a private trust company? A PTC is an entity whose sole purpose is to act as trustee in relation to a specific trust or trusts. Such entities do not provide trust services generally, and it will be a condition that they must not solicit business from the public at large.

A Family Office can be set up in any state/jurisdiction, but a Family Trust Company may only be established in states with specific statutes that allow fiduciary powers to be granted to an entity serving one set of family clients.

In general, trusts administered by a private trust company are subject to less stringent reporting requirements and regulations than trusts managed by public trust companies in the US. As a result, families have more control over their confidential information.

What Is a Trusteed IRA? A Trusteed IRA, also known as an Individual Retirement Trust (IRT), is a trust account that provides preservation and control of your IRA assets. It allows you to combine your estate planning goals and your retirement goals within a single framework.

A Trusteed IRA can serve as a valuable tool in your overall wealth plan, allowing you to use retirement assets to address larger wealth transfer goals. It combines the tax benefits of a traditional or Roth IRA with greater control over how your assets are distributed.

A PTC is an entity whose sole purpose is to act as trustee in relation to a specific trust or trusts. Such entities do not provide trust services generally, and it will be a condition that they must not solicit business from the public at large.

When a trust is named as the beneficiary of an IRA, the trust inherits the IRA when the IRA owner dies.

How are private trust companies structured? PTCs can generally be owned directly by family members or purpose trusts controlled by family members. The more common structure is ownership by a purpose trust. Private trust companies are typically formed as corporations or limited liability companies.

However, the impact of the SECURE Act is such that all of the inherited IRA assets would be distributed to the beneficiary within the 10-year period following the death of the original IRA. If the trust is a non-see-through trust, the time-frame is 5 years.

With a Traditional Custodial IRA, the account is controlled by a custodian. With a Trusteed IRA the account is controlled by a trustee. A Traditional Custodial IRA and a Trusteed IRA both adhere to the same standard IRA tax rules, including: The ability to deduct IRA contributions when the requirements are met.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232