Description
Discover how BDOTs (Beneficiary Defective Inheritor's Trusts) can be used to plan for tax issues created by inherited IRAs. Our experienced Estate Planning Attorneys will walk you how your clients can benefit from BDOTs, when to use them, and how to fund them.
Learning Objectives
We'll also dive into the SECURE Act and the changes it has made in regards to retirement planning. Learn about increasing ages for required minimum distributions and contributions, as well as changes for beneficiaries after an account holder's death. Our speakers will discuss differences between Roth and Regular accounts and how trusts can be used as beneficiaries under the new law.