Could these changes be beneficial for some of your clients?
Due to the changes from the SECURE Act, there will now be accelerated payouts for non-eligible designated beneficiaries (all retirement plan assets in the hands of non-EDBs distributed in ten years, instead of having those assets paid out over lifetime) so some clients may want to switch to an accumulation trust. Note that unlike prior life expectancy payouts where distributions had to be taken each year, distributions can be postponed until the end of the tenth year. Could this be beneficial for some of your clients? This video reviews these changes and discusses best practice estate planning tips for see-through trusts.
Jonathan G. Blattmachr
- Principal at InterActive Legal
- More than 45 years of experience in trusts and estates law
- Former partner in Milbank (formerly, Milbank Tweed Hadley & McCloy) in New York
- Admitted to the bars in New York, California, and Alaska
- Wrote or co-wrote nine books and more than 500 articles on estate planning topics
- Writes and lectures extensively on estate and income tax planning, as well as charitable giving
- Editor of Wealth Transfer Planning and founder of InterActive Legal - www.interactivelegal.com
Teresa L. Bush, Esq.
- More than 30 years of experience in trusts and estates law
- Director of Education and Support Services for InterActive Legal
- Former attorney with Kelly, Hart, and Hallman in Fort Worth, Texas, and tax consultant with Ernst & Young
- Author of several articles/blogs on estate planning topics
- Frequent presenter of online webinars and training classes, including “Effect of Recent Events on Estate Planning, “Estate Planning Before 2026 (and Beyond) for Married Couples,” “Restructuring Trusts for the New Tax Law: Trusts under the SECURE Act”
- Graduate, Rice University and University of Texas School of Law
- Can be contacted at [email protected]
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