• 8 minutes

Bank, Brokerage, and Retirement Accounts and Other Assets That Cannot Be Transferred to Trusts


How do you transfer these special accounts?

When it comes to bank, brokerage, and retirement accounts there are certain steps to take when dealing with transferring them to a trust. Sometimes it requires a visit to a bank branch office, each bank may have their own paperwork to fill out, or there may be a brokerage house that the client needs to visit. This video reviews the steps that need to be taken when dealing with transferring to a trust and discusses how retirement accounts may use a trust as a beneficiary along with a spousal waiver.

Runtime: 8 minutes



Thomas J. Murphy

Thomas J. Murphy

Murphy Law Firm, Inc.

  • Has been an attorney since 1982 and has been practicing law in Phoenix, Arizona since 1989
  • Practice focuses on probate law, which deals with administering the estates of deceased or incapacitated persons; estate planning, which deals with wills, trusts, powers of attorney, and related documents; elder law, which deals with protecting the interests of the elderly when dealing with nursing home and other health care issue as well as end-of-life issues; and tax law and planning for the disabled and those with special needs
  • Written nearly 100 articles that have been published in many national and state professional journals writing on a wide variety of legal and tax matters
  • Has spoken to thousands of attorneys, accountants, and financial advisors and has appeared on several local television and radio stations to discuss tax and legal issues affecting the elderly and their families
  • A sought-after panelist for numerous nationally broadcasted seminars and webcasts for elder law attorneys; and was recently selected to speak at the 2018 Aging in America conference, the largest conference of its kind in the country with over 3,000 attendees
  • Served on numerous state and county bar association committees and was selected to be the State Bar representative to the Arizona Supreme Court’s Committee on Reform of Lower Jurisdiction Courts
  • One of the most experienced trial attorneys in the Southwest, having been the sole or lead counsel in over 100 jury trials; has successfully litigated cases in the United States Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals and has represented clients before all levels of the Internal Revenue Service and Arizona Department of Revenue

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