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The Setting Every Community Up For Retirement Enhancement Act, better known as the Secure Act, became effective January 1, 2020.  The Secure Act changed many of the rules that apply to inherited IRAs.  This session will discuss the application of the Secure Act to third-party special needs trust.

Recorded at the Elder Law Institute in July 2021.

Practice Areas


Bradley J. Frigon JD, LLM, CELA, CAP Bradley J. Frigon Law
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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