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Retirement Account Planning With The Secure Snt And Charities

Retirement account planning continues to evolve under the provisions of the Secure and Secure 2.0 Acts. There are beneficial strategies for lengthening the tax deferment of retirement accounts when working with clients with special needs. The statutory construction has also provided clarity around naming charitable beneficiaries in a trust.

Join Brian Albee as he reviews the relevant provisions of the legislation and how to use the EC Secure Supplemental Needs Trust™ in the Elder Docx drafting software.

Who should attend this webinar?
Attorneys interested in learning how to plan under the Secure and Secure 2.0 Acts.

Retirement Account Planning with the Secure SNT and Charities
Presenter: Brian F. Albee, J.D.
Free Webinar: Tuesday, June 6, 12:00-1:00 p.m. ET