SECURE ACT: Case Studies and Making Retirement Plans Payable to a Trust
Speaker
Natalie B. Choate, JD, is a formerly practicing estate planning lawyer based in Wellesley, Massachusetts. Her full-time job now is writing and lecturing about the individual tax and estate planning and compliance aspects of IRAs and other tax-favored retirement plans.
Program Description
Now that SECURE has taken away the life expectancy payout for most beneficiaries, this presentation is designed to help attorneys integrate retirement benefits into the typical estate plan, including what to know when a trust is beneficiary of retirement benefits. Case studies will illustrate the planning options for the client whose major asset is an IRA or other retirement plan. The presentation will explain the pros, cons and pitfalls of various approaches, including the conservative, the practical and the “cutting edge.”
CLE Credit
1.5 CT Credit (General)