Trusts & Estates
Retirement Account Planning with the Secure SNT and Charities
Retirement account planning continues to evolve under the provisions of the Secure and Secure 2.0 Acts.
There are beneficial strategies for lengthening the tax deferment of retirement accounts when working with clients with special needs. The statutory
construction has also provided clarity around naming charitable beneficiaries in a trust.
During the recording, Brian Albee reviews the relevant provisions of the legislation and how to use the Secure Supplemental Needs Trust in the Elder Docx drafting software.
Topics
Related Resources
Utilizing Trusts for Succession Planning in the Family Business
During this video, the session will evaluate strategies to help increase the odds of successfully transitioning a business from one generation to the next using trusts.
Learn More
My Client Is Dead. Now What?
During this video, the session will examine the process of winding up a decedent’s estate.
Learn More
Getting Hitched Without Hitches: Estate Planning With Retirement Assets for First and Second Marriages
During this video, the session will address the most common obstacles in estate planning that can arise in second marriages.
Learn More