Learn how the SECURE Act is changing trust planning.
The SECURE Act’s primary change is to eliminate the ability to have a retirement plan distributed over the lifetime of a designated beneficiary, unless the designated beneficiary is an eligible designated beneficiary, and instead require payout within ten years of the participant’s death. The life expectancy payout is still available if the designated beneficiary is an eligible designated beneficiary, with a caveat for minor children. See-through trusts still work, but with different results in many cases. This video will review whether the trust beneficiaries are eligible designated beneficiaries or regular designated beneficiaries and how to adjust the trust language to match with how the SECURE Act operates.
Agenda
Faculty
Jonathan G. Blattmachr
InterActive Legal
- Principal at InterActive Legal
- More than 45 years of experience in trusts and estates law
- Former partner in Milbank (formerly, Milbank Tweed Hadley & McCloy) in New York
- Admitted to the bars in New York, California, and Alaska
- Wrote or co-wrote nine books and more than 500 articles on estate planning topics
- Writes and lectures extensively on estate and income tax planning, as well as charitable giving
- Editor of Wealth Transfer Planning and founder of InterActive Legal - www.interactivelegal.com
Teresa L. Bush, Esq.
InterActive Legal
- Over 30 years of experience in trusts and estates law
- Director of Education and Support Services for InterActive Legal
- Former attorney with Kelly, Hart, and Hallman in Fort Worth, Texas, and tax consultant with Ernst & Young
- Author of several articles/blogs on estate planning topics
- Director and faculty member of InterActive Legal Academy, a 4-week intensive online course in estate and gift taxation (each Autumn) and basic estate planning (each Spring)
- Frequent presenter of online webinars and training classes, including: Effect of Recent Events on Estate Planning, Estate Planning Before 2026 and Beyond for Married Couples, and Restructuring Trusts for the New Tax Law: Trusts under the SECURE Act
- Graduate, Rice University and University of Texas School of Law
- Can be contacted at [email protected]
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