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Managing Excess Income and Assets with Receipt of Needs-Based Government Benefits and SECURE 2.0 Act Update (The Northern Trust Company)

Jayme Levin-Muriel
Date:
December 16, 2024

Hahn Loeser Attorney Jayme Levin-Muriel presented, “Managing Excess Income and Assets with Receipt of Needs-Based Government Benefits and SECURE 2.0 Update.” Jayme’s presentation was delivered to the Guardianship Services Group of the Northern Trust Company on December 16, 2024. Her presentation covered the following areas:

  • Government Benefits Overview
  • ABLE ACT
  • Trustee Basics: Types of SNTs and When to Use Each Type
  • Beneficiary Designations/ Funding 3rd and 1st party SNTs
  • Truelink
  • SECURE ACT 2.0 Update

Jayme Levin-Muriel
Jayme Levin-Muriel Of Counsel
Related Practices & Industries
Hahn Loeser
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