The proposed regulations to the SECURE Act will affect how probate and estate attorneys advise clients with estate planning needs. Our experts provide insight into major changes that come with the proposed regulations, including changes to distribution rules, trusts as beneficiaries, chronically ill and disabled beneficiaries, and applicable multibeneficiary trusts (AMBTs).
Watch so you can:
- Master key terminology for the SECURE Act and proposed regulations
- Know how the proposed regulations change distribution rules
- Determine how to handle trusts as beneficiaries under the proposed regulations
- Navigate uncertainties surrounding the proposed regulations