Estate Planning/Probate Section Meeting

Date: Friday, August 14, 2020
Time: 12:00pm - 1:00pm
Location: Virtual
Speaker: Tresi Weeks and Dianne Reis

ESTATE PLANNING/PROBATE SECTION VIRTUAL  MEETING

AUGUST 14, NOON

“Leaving IRAs to a Trust in Light of the SECURE Act”

Join the Estate Planning & Probate Section on August 14th as attorneys Dianne Reis and Tresi Moore Weeks present on the complexities of leaving your client’s IRAs to a trust for their children, including designated beneficiary and stretch IRA rules.  We will explore the requirements and impact of various trust options, including see-through, conduit, accumulation and special needs trusts.  Learn about how the new SECURE Act took away the stretch-out for many beneficiaries, while making it even harder to use what few options are left.  Join us for a guide to the impossible.

RSVP BELOW BY DEADLINE: NOON, AUGUST 11.

An email will be distributed to the RSVP list with the virtual link access and CLE submission form.  Please note only members receive CLE credit.

It's Membership Renewal Time!  Go to www.collincountybar.org to renew or join today!

 

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