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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 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

Section Member Price: $25.00 Join (or renew) for special member pricing
Non-Member Price: $150.00
Published Date:
  • April 13, 2021
Format:
  • Online On-Demand
Product Code:
  • VKF71
Areas Of Professional Practice Credit(s):
  • 2.0
Total Credit(s):
  • 2.0