Estate Planning for the SECURE Act: Strategies for Minimizing Taxes on IRAs and 401Ks

This book updates the author’s 2020 book,
Estate Planning for IRAs and 401Ks: A Handbook for Individuals, Advisors and Attorneys, with material relevant to the 2021 Build Back Better Act.

The first six chapters of the book are designed primarily for individuals and their advisors, while the last chapter is intended primarily for estate planning attorneys, and includes both explanatory information and sample forms.

Mr. Blase, a practicing attorney and law school professor in the estate planning field for over 40 years, is the author of over 75 articles and two books in the estate planning and tax areas.