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Planning for Retirement Accounts In Elder Law

Picture of Planning for Retirement Accounts In Elder Law
Retirement accounts can be a major asset in estate planning—especially when special needs trusts (SNTs) and elder law considerations come into play. This session will cover how the SECURE Act changed the rules for inherited retirement accounts and what that means when planning for individuals with disabilities. Learn practical drafting tips, explore tax consequences, and examine how to align retirement assets with SNTs and long-term care planning.
Originally presented as part of Elder Law Short Course 2025.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9007-25R-11A
$65.00 or 1.00 credits
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Expires 9/1/2027

Retirement accounts can be a major asset in estate planning—especially when special needs trusts (SNTs) and elder law considerations come into play. This session will cover how the SECURE Act changed the rules for inherited retirement accounts and what that means when planning for individuals with disabilities. Learn practical drafting tips, explore tax consequences, and examine how to align retirement assets with SNTs and long-term care planning.
Mark Munson, Ruder Ware, L.L.S.C., Wausau, WI

Expires 9/1/2027

Retirement accounts can be a major asset in estate planning—especially when special needs trusts (SNTs) and elder law considerations come into play. This session will cover how the SECURE Act changed the rules for inherited retirement accounts and what that means when planning for individuals with disabilities. Learn practical drafting tips, explore tax consequences, and examine how to align retirement assets with SNTs and long-term care planning.
Mark Munson, Ruder Ware, L.L.S.C., Wausau, WI

Products specifications
CategoryElder Law
Program Date09/19/25
Products specifications
CategoryElder Law
Program Date09/19/25
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