Personal Financial Advisor Group Hears Talk on IRA Trusts
Attorney Dev Modi notes important information to keep in mind when planning
A group of approximately 20 personal financial advisors, members of a National Association of Personal Financial Advisors study group recently gathered in Morristown, New Jersey to hear Devanshu Modi, attorney and member and co-founder of the NJ-based law firm, Lyon, Glassman, Leites & Modi (LGLM), speak on IRA Trusts.
“IRA Trusts are very complicated and require careful consideration,” says Modi. “Before establishing an IRA Trust as a beneficiary, you must review your reasons for utilizing an IRA Trust with your tax advisor and determine whether your goals may be accomplished through other means.”
Modi’s practice areas include representing those who have sustained financial harm via negligent investment practices, business law, estate planning, and real estate.
About Devanshu L. Modi, Esq.
A member and co-founder, in 2003, of the Florham Park, NJ-based law firm Lyon, Glassman, Leites & Modi LLC, Devanshu L. Modi’s primary focus is representing those who’ve sustained financial harm via negligent investment practices; other areas of practice include business law, estate planning, and real estate.
Prior to the establishment of his firm, Modi was a deputy attorney general in the Division of Law at the New Jersey Department of Law & Public Safety, and also has professional experience as an investigator for the New Jersey Bureau of Securities. He’s a member of the State of New Jersey bar, the United States District Court of New Jersey bar, and the State of New York bar. He earned his law degree from the Seton Hall University School of Law.
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