19 Jan 2021Ended

Drafting and Planning for After-Death Dispositions of Retirement Account Assets under the SECURE Act


Estimated Turnout

upto 100
Based on previous editions


Jan 2021


Not Available
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In the current absence of Treasury regulations or other detailed guidance under the SECURE Act changes to Code section 401(a)(9), this program will .. Read more offer tips for discussions with clients and approaches to deal with retirement account assets that will be payable after the client’s death to individual beneficiaries or trusts. Our discussion will include suggested look-through trust provisions for accumulation trusts, conduit trusts and the discretionary power of a trustee to choose the time(s) and amounts of withdrawals under the 10-year payout rule when it applies. Our speaker will explicitly confront the challenges of helping clients design and draft will or trust provisions to deal with retirement account payout/distribution issues that clients urgently need to deal with, but at a time when we don’t have proposed Treasury regulations and despite the fact that years or decades may pass after the will or trust document is signed and when the client/account owner later dies. Your purchase provides a 30 day access from the time of purchase to view and complete the educational requirements of the Indiana CLE Commission. Failure to complete the online course within 30 days will require you to re-enroll and purchase again in order to view and complete the education program.

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