How To Utilize An IRA Inheritance Trust As An Efficient Wealth Transfer Tool

San Jose Estate Planning Attorney Richard C. Dayton explains the importance of Roth IRA conversion and how to utilize an IRA Inheritance Trust as an efficient wealth transfer tool.

Contact: Richard Dayton
Telephone No.: 408-437-7570
Email: [email protected]
Website: www.TaxAndEstatePlanners.com


HSBC CUPERTINO BRANCH
ROTH IRA CONVERSION & IRA INHERITANCE TRUSTâ„¢

San Jose, Cupertino, Saratoga, Los Altos, Los Gatos, California - April 22, 2010 The Dayton Law Firm

San Jose Estate Planning Attorney Richard Dayton was invited to present at an educational and informational workshop organized by the HSBC Cupertino Branch for HSBC PREMIER Clients on Roth Conversion and IRA Inheritance Trust.

Rich Dayton explained the importance of Roth IRA conversion and explored how to utilize an IRA Inheritance Trustâ„¢ as an efficient wealth transfer tool.

Richard C. Dayton has been a practicing attorney in California since 1998. He is a Certified Specialist in Estate Planning, Trust, and Probate Law. He is also a Department of Veterans Affairs accredited attorney since 2009.

Richard Dayton is a trusted estate planning attorney by hundreds of clients in the Bay Area including San Jose, Santa Clara, Sunnyvale, Mountain View, Cupertino, Saratoga, Los Altos, Los Gatos, Palo Alto, Milpitas, Fremont, San Mateo and San Francisco.

If you would like more information about this topic, or to schedule an interview with Richard Dayton, please call Geoffrey Lee at 408-437-7570 or email [email protected]

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Tags: and Probate Law, estate planning, trust


About The Dayton Law Firm

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Geoffrey Lee
Press Contact, The Dayton Law Firm
The Dayton Law Firm
1754 Technology Drive
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San Jose