What to expect in a disability and death trust administration: the duties and responsibilities of the successor trustee, timeline of a trust administration, case studies and examples of trust administration and common issues.
The SECURE Act of 2020 made vast changes to how retirement assets can be passed to your non-spousal beneficiaries (including your children). The IRS is still issuing regulations as late as March 2022 on how it interprets and will implement the Act. We will review the latest and how this may affect how you choose to plan to leave these assets to your loved ones.
Learn what steps can be taken now, through your estate plan, to minimize the chances of you becoming a victim of financial elder abuse. We will also discuss what legal avenues and remedies are available to someone you believe has become a victim of financial elder abuse.