eCourse
SECURE Act Final Regulations: Planning for Distribution of Retirement Assets
Contains material from Sep 2025
SECURE Act Final Regulations: Planning for Distribution of Retirement Assets
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Hear about notable provisions in the SECURE Act Final Regulations relating to retirement assets from an estate planning perspective. In particular, evaluate naming trusts as beneficiaries of retirement assets.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.00 | 0.25 ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 9/30/2027
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Sessions
Credit
1.
SECURE Act Final Regulations: Planning for Distribution of Retirement Assets (Sep 2025)
Karen S. Gerstner
1.00
0.25
0.00
1.00 | 0.25 ethics
Downloadable Materials
Transcript
(txt)
Paper
(pdf)
– 47 pgs
Slides
(pdf)
– 27 pgs
Session 1 —60 mins 1.00 | 0.25 ethics
SECURE Act Final Regulations: Planning for Distribution of Retirement Assets (Sep 2025)
Discuss notable provisions in the SECURE Act Final Regulations relating to retirement assets from an estate planning perspective. In particular, evaluate naming trusts as beneficiaries of retirement assets.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Karen S. Gerstner,
Karen S. Gerstner & Associates, P.C. - Houston, TX