Attached to this memorandum, InterActive Legal subscribers will find new proposed versions of the retirement benefits provisions that are included in InterActive Legal Wills, Revocable Trusts, and other specific trusts. These proposed sample provisions were drafted taking into account the Proposed Regulations published in the Federal Register on February 24, 2022 (87 FR 10504), implementing changes brought about by the SECURE Act. At this time, we do not know when the Proposed Regulations will be adopted, or what changes may occur in the final regulations. In drafting these proposed provisions, we have assumed that the Proposed Regulations will be adopted without change. However, other revisions may be necessary depending on the final regulations adopted.
Limited Access
This content is for InterActive Legal subscribers only.
If you are an InterActive Legal subscriber, please login to view this content.
If you are a non-drafting user, your access is limited to recommended software training classes.
Recommended Software Training for Non-Drafting Users
If your subscription has expired and you would like to renew, please email renewals@interactivelegal.com
If you need additional assistance, please email
customerservice@interactivelegal.com
The Content Team at InterActive Legal is comprised of experienced Estate Planning and Elder Law attorneys with over 150 years of combined experience, as well as non-attorney legal and technology professionals. These attorneys and other professionals keep the InterActive Legal drafting systems current by monitoring federal and state law changes and new planning ideas. In addition, they strive to provide an excellent user experience through ongoing training and drafting support.
Comments are closed.