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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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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.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00
  • Credit Info
  • TX, CA
  • Specialization: Estate Planning and Probate Law | Tax Law
  • TX MCLE credit expires: 9/30/2021

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Credit

1. Leaving IRAs to a Trust (Sep 2020)

Tresi Weeks

0.50 0.00 0.00 0.50
Preview Materials

Download session materials for offline use

(mp4)
31 mins
(mp3)
32 mins
(pdf)
77 pgs
(pdf)
35 pgs
Session 1 — 31 mins, credit 0.50
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 at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Tresi Weeks, The Weeks Law Firm, PLLC - Plano, TX

2. Feeling Insecure About Beneficiary Designations? (Sep 2020)

Dianne Reis

0.50 0.00 0.00 0.50
Preview Materials

Download session materials for offline use

(mp4)
29 mins
(mp3)
29 mins
(pdf)
26 pgs
(pdf)
10 pgs
Session 2 — 29 mins, credit 0.50
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 at: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Dianne Reis, Attorney at Law - Plano, TX

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