We are closely analyzing the new SECURE Act provisions as they relate to retirement accounts. For now, you will see warnings in ElderDocx when you are working with trust provisions that involve retirement assets. Once we have fully analyzed the appropriate provisions and their effect on trust-based planning with retirement accounts, we will make the appropriate changes in ElderDocx and will alert you to those changes.
We are also hosting a webinar on February 11 on the SECURE Act and changes we have made to address the new law. How will your planning and drafting change under the new SECURE Act provisions? What opportunities are available for disabled and chronically ill persons under the Act? We’ll explore this and more during our webinar on February 11. Sign up today.
New Opportunities Under the SECURE Act
Presenters: Stephen W. Dale, Esq., LL.M, Brian Albee, J.D., Jill Roamer, J.D.
Tuesday, February 11, 2:00-3:00 p.m. ET