Understanding Trust-Based Retirement Planning Under the SECURE Act
Recorded: September 18, 2020
Presented by: Brian Albee, J.D. ElderCounsel Director of Law and Technology
Recordings from Live Webinar
Purchasing this product will give you access to the recordings from the Understanding Trust-Based Retirement Planning Under the SECURE Act webinar that took place on September 18th 2020.
Even before the SECURE Act, there was a great deal of confusion around how to make retirement accounts payable to a trust and still take advantage of the stretch options. Then the SECURE Act came along and changed the rules, creating even more confusion.
Join ElderCounsel as we help you navigate the complex rules around making retirement accounts payable to a trust, with an emphasis on how the rules changed with the SECURE Act. We’ve designed 3 hours of intensive education on these topics, followed by a “bonus” hour where you can see how to draft a SECURE Supplemental Needs Trust using ElderCounsel’s drafting software, ElderDocx®.
Brian Albee, J.D.
Director of Law and Technology
Brian joined ElderCounsel in February of 2008 and serves as Director of Law and Technology. Prior to joining ElderCounsel, Brian was the Director of Technology for WealthCounsel, ElderCounsel’s sister company. Brian practiced estate planning law in California for several years before joining WealthCounsel. He has a keen interest in HotDocs development and helping members make the most of the software.
Brian’s primary role with ElderCounsel is the creation and maintenance of ElderDocx®, ElderCounsel’s elder law document drafting system, as well as website and other technology management for ElderCounsel.
Brian attended Golden Gate University School of Law in San Francisco, California, where he served as a Law Review associate editor. Brian currently resides in Wisconsin.
11:00 a.m. ET
Basics of beneficiary designations for retirement accounts
Introduction to the rules for making retirement accounts payable to a trust
12:00 p.m. ET
The rules for making retirement accounts payable to a trust
1:00 p.m. ET
2:00 p.m. ET
How the rules changed under the SECURE Act
Introduction to the EC Secure Supplemental Needs Trust™
3:00 p.m. ET – bonus session
How to draft an EC Secure Supplemental Needs Trust™ in ElderDocx