Name
Practical Applications Lab
Date & Time
Monday, April 11, 2022, 1:00 PM - 2:30 PM
Speakers
Jennifer Davenport, JD - WealthCounsel, LLC
Description
Learn about the optional retirement provisions that can be included in a revocable living trust, as well as how to draft a stand-alone retirement trust. Drafting provisions that will be covered include conduit provisions, accumulation trust provisions, and the impact the SECURE Act had on the available options.