Streamline decedents' estate consolidation with our specialized service, saving you valuable time while eliminating complexities with Computershare, transfer agents, Medallion signatures and multiple financial institutions.
Streamline decedents' estate consolidation with our specialized service, saving you valuable time while eliminating complexities with Computershare, transfer agents, Medallion signatures and multiple financial institutions.
Along with our Conservator & Trustee money management services, Oppenheimer & Co. Inc. is among the few firms that will act as custodian and domicile IRA’s inherited by a (d)4(a) special needs trust (SNT).
Along with our Conservator & Trustee money management services, Oppenheimer & Co. Inc. is among the few firms that will act as custodian and domicile IRA’s inherited by a (d)4(a) special needs trust (SNT).
On this episode of Probate Notes, Darryl shares advanced planning strategies for inherited IRAs and special needs trusts. He explains how proper coordination can help preserve retirement assets, reduce taxes, and protect a beneficiary's eligibility for valuable government benefits. Listen to the podcast below for the full conversation.
Ellen Cookman - Special Needs Trust Attorney
Our mission as trusted advocates and as longstanding Financial Advisors with Oppenheimer & Co. Inc. is to focus our business on helping Conservators, Guardians, Trustees and Guardians ad Litem (GALs) to streamline and better manage their clients’ investment needs.
