Estate Planning for Retirement Plans under the SECURE Act



Join first, then login to BHBA+ to access this program.

Credit Details
Credit Hours:
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
Original Air Date:
August 18, 2020
Accredited In:

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

Review new SECURE Act limits on post-death minimum distribution rules, and estate planning under these new rules. Presentation will include practical case studies of common planning scenarios.

SECURE Act Impact on Required Minimum Distribution Rules. CARES Act. Contribution plans and IRAs, Roth IRAs. New post-death RMD Rules, Eligible Designated Beneficiaries. What is Majority? See-Through Trust Rules. When are New Post-Death RMD Rules Effective? Planning for Healthy Children. Minors and EDB Status. Planning for Disabled and Chronically Ill
Eligible Designated Beneficiaries ? ?D/CIDBs?. What is Disabled? What is Chronically Ill? Help for Disabled and Chronically Ill. Applicable Multi-Beneficiary Trusts. Planning for Spouses. Charitable Planning. Excise Tax on Failure to Take RMDs.

Meet the Speakers
Steven E. Trytten


Managing Partner, LA County, Henderson, Caverly, Pum & Trytten, LLP
... Read more

Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.

This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

Tells us who you need and when below

Please enable JavaScript in your browser to complete this form.
What type of support staff are you looking for?