How the SECURE Act Affects Disabled and Chronically Ill Beneficiaries
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This program will focus on the special provisions in the SECURE Act for disabled and chronically ill beneficiaries. The SECURE Act added the Applicable Multi-Beneficiary Trust (AMBT) for supplemental needs trusts. The program will concentrate on the AMBT, including the rules and special drafting that may be helpful in qualifying as an AMBT, stand-alone trusts versus SNTs within a revocable or testamentary trust, and beneficiary designations and related topics.
Speaker
Nancy H. Welber, Esq., CPA, Nancy H. Welber, P.C.
Moderator: Tara Anne Pleat, Esq., Wilcenski & Pleat PLLC
- April 13, 2021
- Online On-Demand
- VKF71
- 2.0
- 2.0
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