Designated Beneficiary

Last week, the IRS issued the long-awaited final regulations implementing the changes made by the SECURE Act. The regulations take effect 60 days from the date on which they were published (the publication date is July 19, 2024) and…

One of the most frequent questions from subscribers is about how to draft a conduit or accumulation trust, and this drafting webinar is designed to address that question, and more.  Of course, retirement benefits are non-probate assets,…