IRA Trusts & Life Insurance Trusts Created to Address Clients Unique Estate Planning Needs

Romer Debbas LLP recently assisted some clients with unique estate planning needs. As part of overall estate planning and in addition to basic will preparation, the firm was able to set up both a Life Insurance Trust and an IRA Trust for two separate clients with very specific needs. Both matters were handled by our Trust & Estates Counsel Marianna Moliver, Esq