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How The SECURE Act Affects Disabled And Chronically Ill Beneficiaries

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 seminar 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. 

SPONSORED BY

Start Date:
  • April 13, 2021
Start Time:
  • 1:00 PM
End Time:
  • 3:00 PM
Areas Of Professional Practice Credit(s):
  • 2.0
Total Credit(s):
  • 2.0
Region:
  • Virtual Participation
Format:
  • Webinar
Product Code:
  • 0KF71
Section Member Price: $25.00
NYSBA Member Price: $50.00 Join (or renew) for special member pricing
Non-Member Price: $150.00
Sponsoring Committee Group
  • Committee On Continuing Legal Education
  • Trusts & Estates Law Section
  • Elder Law & Special Needs Section