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
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