retirement-account-planning-with-the-secure-snt-background

FREE WEBINAR

Retirement Account Planning with the Secure Supplemental Needs Trust

Thursday, August 11
12:00-1:00 p.m. ET
Brian F. Albee, J.D.

Register by filling out the form!

THIS WEBINAR STARTS IN

2022/08/11 11:00 AM EST

What You’ll Gain in This Webinar

The Secure Act was a gamechanger when it came to trust-based retirement account planning. The text of the legislation left many experts in the field waiting for the draft regulations from the Internal Revenue Service. Those draft regulations were released earlier this year and provided some clarity as to how retirement account distributions could be held in trust for the disabled and chronically ill.

Join ElderCounsel’s Director of Legal Content, Brian Albee, J.D., as he reviews the original planning opportunities presented by the Secure Act and what has been clarified by the draft regulations for the disabled and chronically ill. He will also explore amended language made to the EC Secure Supplemental Needs Trust™ that has recently been updated in ElderDocx®.

Who Should Attend: Attorneys interested in learning opportunities presented by the Secure Act and what has been clarified by the draft regulations for the disabled and chronically ill.

Retirement Account Planning with the Secure Supplemental Needs Trust
Thursday, August 11 at 12:00 p.m. ET
60 minute webinar

Can't make it to the live webinar? Register and we'll automatically send you the recording and materials following the event.

About The Presenter

Brian F. Albee, J.D.
Director of Legal Content, ElderCounsel

Brian serves as Director of Legal Content. 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.

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