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: Attorneys interested in learning how to plan under the Secure and Secure 2.0 Acts.
Retirement Account Planning with the Secure SNT and Charities
Tuesday, June 6 at 12:00 p.m. ET
45 minute webinar, 15 minute Q&A
Can't make it to the live webinar? Register and we'll automatically send you the recording and materials following the event.
Brian joined ElderCounsel in February of 2008 and serves as Chief Products Officer. 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 Elder Docx, ElderCounsel’s elder law document drafting system, as well as website and other technology management for ElderCounsel.