Resource7.31.25
Estate Planning for Retirement Accounts: Jennifer Mendel Contributes to Leading IICLE Resource
Chapter offers practical postmortem planning strategies and federal guidance on IRAs, 401(k)s and the SECURE Act
Barnes & Thornburg partner Jennifer Mendel authored a chapter in the Illinois Institute of Continuing Legal Education’s Estate Planning for Retirement Benefits textbook, offering practical guidance on postmortem planning strategies for IRAs, 401(k)s and other qualified plans.
Her chapter addresses key issues under federal law — including the SECURE Act’s impact on designated beneficiaries and required minimum distributions — and provides actionable insights for estate planners navigating retirement benefit decisions after a client’s passing.
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