eCourse
Leaving IRAs to a Trust and the Impact of the SECURES Act on Beneficiary Designations
Contains material from Sep 2020
Leaving IRAs to a Trust and the Impact of the SECURES Act on Beneficiary Designations
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Good information. Thank you for including the changes of the Secure Act.
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Session 1: Leaving IRAs to a Trust - Many clients have significant IRAs and 401(k)s, which we must plan for when preparing their estate plans. Learn the basic rules for naming a trust for children as a beneficiary of IRAs and 401(k)s, including Designated Beneficiary and Stretch IRA rules. Explore the requirements and impact of various trust options, including see-through, conduit, accumulation and special needs trusts.
Session 2: Feeling Insecure About Beneficiary Designations? - The SECURE Act took away the stretch-out for many IRA beneficiaries, while making it even harder to use what few options are left. Join us for a guide to the impossible.
Session 2: Feeling Insecure About Beneficiary Designations? - The SECURE Act took away the stretch-out for many IRA beneficiaries, while making it even harder to use what few options are left. Join us for a guide to the impossible.
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1.
Leaving IRAs to a Trust (Sep 2020)
Tresi Weeks
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Session 1
—31 mins
Leaving IRAs to a Trust (Sep 2020)
Many clients have significant IRAs and 401(k)s, which we must plan for when preparing their estate plans. Learn the basic rules for naming a trust for children as a beneficiary of IRAs and 401(k)s, including Designated Beneficiary and Stretch IRA rules. Explore the requirements and impact of various trust options, including see-through, conduit, accumulation and special needs trusts.
Originally presented: Jul 2020 Estate Planning, Guardianship and Elder Law Conference
Tresi Weeks,
The Weeks Law Firm, PLLC - Plano, TX
Show session details
2.
Feeling Insecure About Beneficiary Designations? (Sep 2020)
Dianne Reis
0.50
0.00
0.00
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Download session materials for offline use
Session 2
—29 mins
Feeling Insecure About Beneficiary Designations? (Sep 2020)
The SECURE Act took away the stretch-out for many IRA beneficiaries, while making it even harder to use what few options are left. Join us for a guide to the impossible.
Originally presented: Jul 2020 Estate Planning, Guardianship and Elder Law Conference
Dianne Reis,
Attorney at Law - Plano, TX