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Leaving Non-IRA Retirement Benefits to a Special Needs Trust
Contains material from Apr 2024
Leaving Non-IRA Retirement Benefits to a Special Needs Trust
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Many clients leave retirement benefits to an SNT for a disabled child. We know the rules for IRAs and 401(k)s, but this presentation covers the different rules for other retirement plans. Learn about the specific requirements for naming an SNT as a beneficiary of Teacher Retirement System (TRS), Military Survivor Benefit Program, and other government pensions.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 0.50
- Credit Info
- TX, CA
- Specialization: Estate Planning and Probate Law | Tax Law
- TX MCLE credit expires: 4/30/2025
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Leaving Non-IRA Retirement Benefits to SNTs (Apr 2024)
Stephen W. Dale, Peter J. Wall
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Leaving Non-IRA Retirement Benefits to SNTs (Apr 2024)
Many clients leave retirement benefits to an SNT for a disabled child. We know the rules for IRAs and 401(k)s, but this presentation covers the different rules for other retirement plans. Learn about the specific requirements for naming an SNT as a beneficiary of Teacher Retirement System (TRS), Military Survivor Benefit Program, and other government pensions.
Originally presented: Feb 2024 Special Needs Trusts
Stephen W. Dale,
The Dale Law Firm, PC - Pacheco, CA
Peter J. Wall,
True Link Financial - Denver, CO