Drafting Stand-Alone Retirement Trusts After the SECURE Act

May 9, 2020
Tallgrass Estate Planning, LLP
Drafting Stand-Alone Retirement Trusts After the SECURE Act

Attorney Riley Kern gave this presentation to the Oklahoma Bar Association Estate Planning, Probate, and Trust Section. What is a Stand-Alone Retirement Trust? What is the SECURE Act? What should you consider when drafting SRTs after SECURE?

Revocable Trusts

Irrevocable Trusts and Asset Protection

Special Needs Planning

Probate & Estate
Administration

Last Will & Testament

Medicaid Asset Protection Planning

Guardianship for
Incapacitated Adults

Trust Administration

Business Succession

Veterans Aid &
Attendance Planning

Testimonals

Schedule Appointment

Trust Administration

Business Succession

Medicaid Asset Protection Planning

Irrevocable Trusts and Assets

Probate & Estate Administration

Revocable Trusts

Special Needs Planning

Last Will & Testament

Guardianship for Incapacitated Adults

Veterans Aid &
Attendance Planning