The SECURE Act accelerated distributions to nonspousal beneficiaries. Proposed regulations have far-reaching implications on drafting trusts to hold IRAs and qualified retirement plan benefits. Although the ideas presented in last year's program on drafting remain valid, Steve has changed his forms significantly to integrate the proposed regulations' enhanced flexibility to make post-mortem changes and newly authorized trust provisions. The program will focus on the new forms and related strategies.
Speakers: Steven B. Gorin, Thompson Coburn, LLP, St. Louis and Rene Morency, Sandberg Phoenix & von Gontard PC, St. Louis | joining live virtually