Estate Planning/Probate Section Meeting
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.
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