Retirement assets present unique income tax and planning challenges in a post SECURE Act environment. This session explores drafting and administration strategies for naming trusts as retirement plan beneficiaries, including conduit and accumulation trusts, the 10 year rule, and planning considerations for eligible designated beneficiaries.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Expires 5/1/2028
Retirement assets present unique income tax and planning challenges in a post‑SECURE Act environment. This session explores drafting and administration strategies for naming trusts as retirement plan beneficiaries, including conduit and accumulation trusts, the 10‑year rule, and planning considerations for eligible designated beneficiaries.
Julie S. Pleshivoy, Greenberg Traurig, LLP, Chicago
