About this episode
An overview for professionals advising clients about leaving IRA assets to beneficiaries that have not reached majority, such as minors and young adults.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.
Get every episode summarized
Each time ACTEC Trust & Estate Talk publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from ACTEC Trust & Estate Talk
Hiring the Next Generation of Trust and Estate Attorneys
ACTEC Trust & Estate Talk
Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations
ACTEC Trust & Estate Talk
Estate Planning Considerations in Community Property States Relating to Retireme...
ACTEC Trust & Estate Talk
When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep
ACTEC Trust & Estate Talk