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Drafting and Planning for After-Death Dispositions of Retirement Account Assets under the SECURE Act (1 General Credit) - Indy Store

ON-DEMAND ONLINE CLE COURSES (910)
Drafting and Planning for After-Death Dispositions of Retirement Account Assets under the SECURE Act (1 General Credit)

Date: 01/20/2021

Credit Hour(s)
General Credit - 1 Hour
Ethics Credit - 0 Hour
CME Credit - 0 Hour
NLS Credit - 0 Hour

 

Continuing Legal Education

In the current absence of Treasury regulations or other detailed guidance under the SECURE Act changes to Code section 401(a)(9), this program offers 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. The discussion  includes 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.

 

Featuring                                                                                                                                         Jeffrey S. Dible, Frost Brown Todd LLC

 

NOTE: Once you review the program in its entirety, the IndyBar will report all credits earned within 10 days of completion directly to the Indiana Commission for Continuing Legal Education. Posting by the Indiana CLE Commission of the credit to your CLE transcript may take 30 days. Additionally, there are codes provided to the live audience during this webinar to verify attendance. Those viewing this recording do not need to report those codes.




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