Trusts & Estates
Trusts & Estates
SECURE Supplemental Needs Trust
The SECURE Act changed who is entitled to stretch required minimum distributions of an inherited retirement account over their life expectancy. Beneficiaries who are disabled or chronically ill are among the groups who are entitled to this benefit. Because of this consideration, a new trust is now offered in Elder Docx: the SECURE Supplemental Needs Trust.
SECURE Supplemental Needs Trust Documents:
- SECURE Supplemental Needs Trust
- Certification of Trust
- Trust Amendment
- Trustee Instruction Letter
- CPA Letter
- Third-Party Trust Letter to SSA/Medicaid
- Trustee Letter re: Duty to Report
- ISM Reporting Letter
- Qualified Disability Trust Letter
This download provides a preview of the SECURE supplemental needs trust documents Elder Docx can help you create.
Topics
Complete the form to get your free guide
Related Resources
How to Find Success as an Elder Law Attorney
This download will break down how to build a thriving elder law practice
Learn More
How to Talk to Clients about Proactive Planning
This download is one sample of the benefits we offer our members. Members even have a script to accompany this guide.
Learn More
Why Medicaid Asset Protection Planning is a Win-Win for Your Elder Law Firm and Your Clients
This download includes a detailed 8-step process for providing initial long-term care evaluations to clients.
Learn More