BREAKOUT SESSION 4 | Secure Act & Special Needs Trusts


The SECURE Act shortened the time period for distributions from inherited IRAs and other retirement plans. However, disabled and chronically ill beneficiaries have special exceptions. The speakers will review qualification and drafting issues for trusts for beneficiaries who do or may later qualify for that special treatment.

Speakers: Steven B. Gorin, Thompson Coburn LLP, St. Louis and Martha C. Brown, Mitchell, Brown & Associates, LLC, St. Louis.