eCourse
Trusts as Beneficiaries: Estate Planning Tips and Retirement Plans in View of the SECURE Act
Contains material from Sep 2021
Trusts as Beneficiaries: Estate Planning Tips and Retirement Plans in View of the SECURE Act
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Session 1: Estate Planning for Retirement Plans in View of the SECURE Act - Understand the provisions of the SECURE Act that became effective January 1, 2020, and how the SECURE Act is likely to affect estate planning with respect to qualified employee benefit plans and IRAs.
Session 2: What the Estate Planner Needs to Know About Trusts as Beneficiaries - How does a practitioner draft for persons with disabilities when so much of the future is unknown? This presentation will provide suggestions for building in flexibility for a beneficiary who may improve, decompensate, or do both. Sample drafting provisions will be provided, including the use of stand-alone trusts; the authority to create contingent trusts, trust modification and reformation, and decanting provisions.
Session 2: What the Estate Planner Needs to Know About Trusts as Beneficiaries - How does a practitioner draft for persons with disabilities when so much of the future is unknown? This presentation will provide suggestions for building in flexibility for a beneficiary who may improve, decompensate, or do both. Sample drafting provisions will be provided, including the use of stand-alone trusts; the authority to create contingent trusts, trust modification and reformation, and decanting provisions.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 1.25
- Credit Info
- TX, CA
- Specialization: Estate Planning and Probate Law | Tax Law
- TX MCLE credit expires: 10/31/2024
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1.
Estate Planning for Retirement Plans in View of the SECURE Act (Sep 2021)
Karen S. Gerstner
0.75
0.00
0.00
0.75
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Session 1
—48 mins
0.75
Estate Planning for Retirement Plans in View of the SECURE Act (Sep 2021)
Understand the provisions of the SECURE Act that became effective January 1, 2020, and how the SECURE Act is likely to affect estate planning with respect to qualified employee benefit plans and IRAs.
Originally presented: Aug 2021 Estate Planning, Guardianship and Elder Law Conference
Karen S. Gerstner,
Karen S Gerstner & Associates, P.C. - Houston, TX
Show session details
2.
What the Estate Planner Needs to Know About Trusts as Beneficiaries (Sep 2021)
Mary Alice Jackson
0.50
0.00
0.00
0.50
Preview Materials
Download session materials for offline use
Session 2
—31 mins
0.50
What the Estate Planner Needs to Know About Trusts as Beneficiaries (Sep 2021)
How does a practitioner draft for persons with disabilities when so much of the future is unknown? This presentation will provide suggestions for building in flexibility for a beneficiary who may improve, decompensate, or do both. Sample drafting provisions will be provided, including the use of stand-alone trusts; the authority to create contingent trusts, trust modification and reformation, and decanting provisions.
Originally presented: Aug 2021 Estate Planning, Guardianship and Elder Law Conference
Mary Alice Jackson,
Boyer & Boyer P.A. - Sarasota, FL