FFFP – September 8, 2023 – SECURE 2.0 Act (ZOOM meeting)

Presented by Peter J. Wall, Director of Fiduciary Services at True Link Financial Advisors

Families planning for loved ones with disabilities know that it’s a complicated process. Thanks to unique provisions created by the SECURE 2.0 Act, there are now amazing opportunities to maximize the effect of leaving IRAs and other retirement vehicles to people with disabilities and their Special Needs Trust. Nationally recognized speaker Peter J Wall (Director, True Link Financial) will review this enhanced planning opportunity, inherited IRA funding and titling, beneficiary designations, and Required Minimum Distributions, including a thorough assessment of SECURE Act 2.0 regulations.

Peter J Wall is the Director of Fiduciary Services for True Link Financial Advisors, LLC. Prior to joining True Link, Mr. Wall developed and helped lead a dedicated Disability and Elder Law division of an $80 billion nationally chartered trust bank. With over 20 years of trust administration and planning experience, Peter focuses his efforts in the Elder Law Arena and is known for his Special Needs Trust administration and planning capabilities throughout the country. He is a frequent presenter on the topics of Special Needs Trusts, estate planning, taxation, and trust administration and is a presenter and faculty member at conferences all over the country. Mr. Wall is also a published author, most notably in the Elder Law in Colorado Red Book (Fourth Edition), and the NAELA newsletter.