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
- April 13, 2021
- 1:00 PM
- 3:00 PM
- 2.0
- 2.0
- Virtual Participation
- Nancy H. Welber, Esq., CPA, Speaker, Nancy H. Welber, P.C.
- Tara Anne Pleat, Esq., Moderator, Wilcenski & Pleat PLLC
- Webinar
- 0KF71
- Elder Law & Special Needs Section
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