Name
SECURE/CARES Act Implications for Estate Planning
Date & Time
Thursday, July 16, 2020, 4:30 PM - 6:00 PM
Speakers
Natalie Choate, Esq. - Ataxplan Publications
Description
Three major new developments in planning for retirement benefits! The SECURE Act upended classic estate planning techniques by replacing the “life expectancy payout” with the “10-year rule” for most beneficiaries. The CARES Act cancelled required minimum distributions for 2020, plus provides tax breaks for coronavirus-related distributions. What it all means, what to tell clients, what has (and hasn’t) changed, and what we still don’t know. Plus, new IRS life expectancy tables!
Course Level
Advanced
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.50
CLE Eligibility
Eligible for CLE credit