Managing Excess Income and Assets with Receipt of Needs-Based Government Benefits and SECURE 2.0 Act Update

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 3^rd and 1^st party SNTs
• Truelink
• SECURE ACT 2.0 Update