CLE Seminars

Secure Act

Wednesday, December 9, 2020
10:00 am - 11:00 am

Location: Online - Zoom Video Conference

Credits: 1.0 Hour Substantive

Moderator(s): Lisa Shearman, Esq.

Speaker(s): Rebecca Sallen, Esq.

Topic: The SECURE (Setting Every Community Up for Retirement Enhancement) Act became law on December 20, 2019, effective January 1, 2020. Estate planning attorneys must understand the new paradigm created by the Act as well as its impact on clients and the beneficiaries of their retirement accounts. This one-hour webinar provides you with the latest information regarding the SECURE Act.
Discussion includes:
Important provisions of the Act;
IRAs to Trusts
Disability Trusts funded by IRAs
Charitable Remainder Trusts
Practice development opportunities created by the Act; and
Considerations for amending or updating existing estate plans and drafting new plans for clients who are impacted by the Act.
You will leave this webinar with the practical knowledge and confidence you need to help your clients navigate the new retirement planning landscape resulting from the SECURE Act.

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