Just a quick “FYI” that I will be one of several speakers at an upcoming National Business Institute (NBI) seminar entitled “Drafting IRA Trusts“.  The seminar will be conducted at the Washington State Convention Center on Monday, June 20, 2016, from 9:00am-4:30pm PST.  An outline of my portion of the seminar is below: Using Self-Directed … Continue reading Upcoming presentation: Drafting IRA Trusts (June 20) →