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SECURE Act: Docs,Trusts & Audio

The SECURE Act Documents & Audio

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FORM: The SECURE Act: Special Retirement Plan Disposition Clause For Separate Shares For Inclusion In A Will Or Trust: Separate Handling Of Retirement Plan Distributions In Separate Shares For Beneficiaries In Sub-Trusts Which May Be "Stretched-Out"
$ 69.00

Note: As the result of the SECURE Act, there are separate provisions required for beneficiaries who are minor children of the grantor/testator, disabled beneficiaries, chronically ill beneficiaries, beneficiaries who are less than 10 years younger than the grantor/testator, and all other beneficiaries, whether related to the grantor/testator (such as grandchildren) or not.

10-PAGE WRITTEN DETAILED EXPLANATION (With 10 Useful Examples and Many Practical Planning Tips): The SECURE Act: A Retirement Plan Distribution Game-Changer
$ 19.00

To assist you in understanding the SECURE Act, Mr. Siegel has written this expanded 10-page explanation which includes the following:  

- Major Changes in Rules Allowing Stretch IRAs
- The New Beneficiary Category – The Eligible Designated Beneficiary
- Important Planning Note for Disabled and Chronically Ill Beneficiaries
- Other Beneficiaries – Not Characterized as Eligible Designated Beneficiaries
- Conduit Trusts
- Accumulation Trusts
- What Needs To Change?
- Planning Alternatives

(1-Hour Audio) Detailed Planning Analysis And New Planning Suggestions: The SECURE Act: A Retirement Plan Distribution Game-Changer
$ 29.00

To assist you in advising your clients about retirement plan distributions under the SECURE Act, Mr. Siegel provides a detailed analysis of when planning is needed, what prior planning no longer works and new planning strategies you should consider. 

5-PAGE WRITTEN GENERAL EXPLANATION: The SECURE Act: A Retirement Plan Distribution Game-Changer
$ 0.00

FREE FORMS: In order to obtain this Free Form, please:
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The SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law on December 20, 2019, and is effective for deaths occurring in 2020 and beyond.  To assist you in understanding the SECURE Act, Mr. Siegel has written this useful 5-page explanation.
Dynasty Trust (34 Pages)
$ 99.00

This Form is a Dynasty Trust, intended to be created for the benefit of the children and more remote descendants of the Grantor, and designed to be a perpetual trust. Ideally, this trust is created in a State that has repealed the rule against perpetuities, thus allowing for the perpetual duration of the trust.

Irrevocable Lifetime Trust For A Beneficiary (15 Pages)
$ 49.00

This is a Form of an irrevocable trust. It is intended to continue for the lifetime of the Beneficiary. At the death of the Beneficiary, the remaining trust property passes outright to the descendants of the Beneficiary, unless they are minors or legally incompetent, in which case the provision of paragraph 4 apply.  

Irrevocable Lifetime Trust With Limited Power Of Appointment (15 Pages)
$ 59.00

This is a Form of an irrevocable trust. It is intended to continue for the lifetime of the Beneficiary. The Beneficiary is given a lifetime general power of appointment to appoint the property to the Beneficiary’s Estate, and a special power to appoint the property to the Beneficiary’s child. In default of the Beneficiary’s exercise of this power, the remaining trust property passes outright to the child of the Beneficiary, unless a minor or legally incompetent, in which case the provision of paragraph 4 apply. The trustees are permitted to distribute income and principal to the Beneficiary at any time in accordance with an ascertainable standard – for health, education, maintenance and support. Liberal application of this standard could result in having the entire trust property distributed to the Beneficiary during lifetime, leaving no remainder for descendants.

Irrevocable Lifetime Trust With Limited Power Of Appointment And Crummey Power (15 Pages)
$ 49.00

This is a Form of an irrevocable trust. It is intended to continue for the lifetime of the Beneficiary. At the death of the Beneficiary, the Beneficiary is given a limited power of appointment to appoint the property as the Beneficiary wishes without requiring inclusion of the appointed property in the estate of the Beneficiary (a limited power of appointment). In default of the Beneficiary’s exercise of this power, the remaining trust property passes outright to the descendants of the Beneficiary, unless they are minors or legally incompetent, in which case the provision of paragraph 4 apply.  

The trustees are permitted to distribute income and principal to the Beneficiary at any time in accordance with an ascertainable standard – for health, education, maintenance and support. Liberal application of this standard could result in having the entire trust property distributed to the Beneficiary during his or her lifetime, leaving no remainder for descendants.

Special Needs Trust Of A Third Person's Assets Created By That Person For A Disabled (Or Other) Person (7 Pages)
$ 59.00

This Form is a Supplemental Needs Trust created by a third party. This means that it is the assets of the third party, not those of the beneficiary, that are being used to fund this Trust. This means that the grantor of the Trust may provide that when the Trust terminates, an alternative beneficiary may receive the balance of the remaining trust assets, if any (as opposed to the state Medicaid authorities).

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