Post-SECURE Act Estate Planning for Retirement Benefits in Trust (with Forms)
Date & Time
Thursday, November 18, 2021, 8:45 AM - 9:45 AM
Rebecca Radford

This CLE delves into estate planning options for retirement benefits given the sweeping implications of the SECURE Act in this area. We will address the tax implications and resulting tax planning available for retirement benefits as well as when trusts are, and are no longer, a useful tool for holding retirement benefits. Finally, the CLE will include discussion of the different types of trusts available to hold retirement benefits and form language necessary or recommended for achieving your client’s goals.

Session Type