Planning for the Young Under SECURE

Planning for the Young Under SECURE

Author: The American College of Trust and Estate Counsel | ACTEC September 17, 2024 Duration: 14:05

An overview for professionals advising clients about leaving IRA assets to beneficiaries that have not reached majority, such as minors and young adults.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.


Each week, ACTEC Trust & Estate Talk brings a direct line to the forefront of wealth planning law and policy. This isn't abstract theory; it's grounded, practical discussion drawn from the deep expertise of The American College of Trust and Estate Counsel, a national association of roughly 2,400 peer-elected lawyers and law professors. You'll hear these leading professionals unpack the complexities of estate planning, probate, and trust law, translating dense subjects into clear, actionable insights. The conversations in this podcast focus on the evolving landscape that affects both practitioners and their clients, from legislative shifts and tax implications to nuanced ethical considerations and family dynamics. It’s a resource for staying current and refining your approach, offering a blend of strategic commentary and best-practice advice you can apply directly. Tune in for a thoughtful examination of the field, where each episode aims to deepen your understanding of the critical issues shaping trust and estate counsel today.
Author: Language: English Episodes: 100

ACTEC Trust & Estate Talk
Podcast Episodes
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