Planning for the Young Under SECURE episode artwork

EPISODE · Sep 17, 2024 · 14 MIN

Planning for the Young Under SECURE

from ACTEC Trust & Estate Talk · host © 2024 The American College of Trust and Estate Counsel

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.

Episode metadata supplied by the publisher feed · Published Sep 17, 2024

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Planning for the Young Under SECURE

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