skip to Main Content

Secure Act Provisions

Retirement‐account accumulation‐trust provisions after the Secure Act

Section 1.01 Beneficiaries of Retirement-Account Proceeds
This Section governs the distribution of retirement-account proceeds payable to any trust created under this agreement.

Oops! This content is for ElderCounsel Members only.
If you would like to view this content consider becoming and member of ElderCounsel today.

Already a Member?

Learn more about ElderCounsel Membership

X