BREAKING NEWS: IRS Issues Proposed Secure Act Regulations

Feb 24, 2022 11:58:00 AM


BREAKING NEWS – IRS Issues Proposed Secure Act Regulations

On February 24, 2022, the IRS issued proposed regulations regarding the Secure Act. Public comments can be submitted via and there is a public hearing scheduled for June 15, 2022. We will be thoroughly analyzing the 275-page document and will post a blog at a later date with clarifications and highlights from the proposed regulations.

Hopefully, the regs will better clarify the rules around what happens when an eligible designated beneficiary dies, what qualifies as an applicable multi-beneficiary trust, and how see-through trusts are treated.

This is big news for estate planners and elder law practitioners! Stay tuned for our thoughts on the new regulations.

Post a Comment

  • There are no suggestions because the search field is empty.