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The SECURE Act & Special Needs Trusts

$45

FREE FOR BHBA MEMBERS

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

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Credit Details
Credit Hours:
1.00
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
General
Original Air Date:
June 29, 2021
Accredited In:
California

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

About the Program

While the SECURE Act created new challenges for traditional estate planning, it also created (and preserved) opportunities for the use of retirement accounts in the world of special needs trust planning. Our speaker, nationally recognized elder attorney Stuart D. Zimring, Esq., will review the changes implemented by the SECURE Act with a focus on how those changes affect and benefit persons with disabilities and chronic illnesses.

Meet the Speakers
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Stuart D. Zimring

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Law Offices Of STUART D. ZIMRING

Stuart D. Zimring was born in Los Angeles, California, December 12, 1946. He was admitted to the Bar in 1972, and is admitted to practice in California and U.S. District Court, Central and Northern Districts of California and the U.S. Supreme Court. He received his B.A. degree in 1968 from UCLA and his J.D. degree in 1971 from the UCLA School of Law and is “AV” rated in Martindale-Hubbell. He is a member of the Los Angeles Superior Court Probate Volunteer Panel. Mr. Zimring is a Fellow of and Past President of the National Academy of Elder Law Attorneys (NAELA), and a Charter Member of NAELA’s Council of Advanced Practitioners (CAP). He is a Fellow of the American College of Trusts and Estate Counsel (ACTEC), is certified as a Specialist in Estate Planning, Probate and Trust Law by the Board of Legal Specialization of the State Bar of California and is one of the 7 California members of the Special Needs Alliance.

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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.

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