Legal Education Webinar
This webinar is open to Lawyers With Purpose members only.
Back to Basics:
The SECURE Act and the SORT
Join Brittney Shearin, LWP’s Director of Legal Education, on June 17 at 1:00 PM EST for an in-depth webinar on retirement account planning after the SECURE Act. Learn how to confidently identify beneficiary classifications, navigate distribution rules, and determine when retirement trusts—specifically the Spousal Retirement Trust (SORT)—can help maximize tax efficiency, preserve stretch opportunities, and provide creditor protection for surviving spouses.
Key Takeaways:
- Identify beneficiary classifications (EDBs, DBs, and Non-DBs) and understand the SECURE Act distribution and RMD rules that apply to each
- Determine when a Spousal Retirement Trust (SORT) is the right planning tool and how to implement it effectively within STEPS.
- Design beneficiary strategies that balance tax efficiency, asset protection, and overall estate planning objectives, while understanding when CRT planning may be appropriate.
Whether you’re looking to strengthen your understanding of retirement account planning fundamentals or refine your SORT drafting and implementation strategies, this session will provide practical guidance you can immediately apply in your practice.
Registration Required
Speaker
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Brittney Shearin Esq.Head of Product Development & Legal-Technical Attorney | Lawyers with Purpose
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