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Home / Estate Planning / Beneficiary Designations and the SECURE Act: Prior Designations

Beneficiary Designations and the SECURE Act: Prior Designations

April 16, 2021 by Michael J. O’Brien, Estate Planning Attorney

Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article examines how beneficiary designations done prior to the SECURE Act might not have the intended consequences today. Read on to learn more.

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Michael J. O’Brien, Estate Planning Attorney
Michael J. O’Brien, Estate Planning Attorney
Michael J. O’Brien, Estate Planning Attorney
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Filed Under: Estate Planning, Legal Education Tagged With: IRAs, beneficiary designations, retirement plans, SECURE act

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