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Planning for the Young Under SECURE

Planning for the Young Under SECURE

Update: 2024-09-17

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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.

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Planning for the Young Under SECURE

Planning for the Young Under SECURE

© 2024 The American College of Trust and Estate Counsel