Estate Planning and the SECURE Act: Critical Considerations for Estate Planners and Administrators
Recording of a 90-minute CLE video webinar with Q&A
This CLE course will guide estate planners and advisers on the SECURE Act's impact on estate planning and administration. The panel will discuss new regulatory and tax rules stemming from the SECURE Act and challenges for retirement benefits, trusts, and distributions. The panel will also provide effective estate and tax planning techniques in light of the new rules.
- SECURE Act: key provisions and remaining issues
- Critical estate planning considerations and challenges
- Challenges for trusts: conduit vs. accumulation trusts
- Key modifications to consider for estates and trusts
- Other key items and best practices for estates and trust administration
The panel will review these and other essential items:
- What should estate planners know about the SECURE Act?
- What are the unresolved issues of the SECURE Act for estates and trusts?
- What are estate and trust planning techniques available in light of the SECURE Act?
Daniel R. Bernard
Twomey Latham Shea Kelley Dubin & Quartararo
Mr. Bernard is a partner in the firm and member of the Trusts & Estates Department. He focuses his practice on... | Read More
Mr. Bernard is a partner in the firm and member of the Trusts & Estates Department. He focuses his practice on estate planning, trust and estate administration, estate tax planning, business succession planning, and estate litigation, with an emphasis on estate planning for snowbirds.Close
Judy M. Hensley
Roberts & Holland
Ms. Hensley concentrates on a wide variety of employee benefits and executive compensation matters in both the... | Read More
Ms. Hensley concentrates on a wide variety of employee benefits and executive compensation matters in both the transactional and compliance contexts. She advises on tax, ERISA and other legal considerations relating to employee benefit plans, programs and arrangements, including design, administration and compliance of tax-qualified plans. Ms. Hensley has advised clients on ERISA fiduciary matters for investment funds and plan fiduciaries. Her experience includes the structuring and design of equity compensation arrangements, including stock options, stock appreciation rights, restricted stock, restricted stock units, phantom stock, performance shares and LLC/partnership interests (including profits interests) and nonqualified deferred compensation plans, as well as executive employment, severance and change-in-control agreements. Ms. Hensley also has advised clients on compensation and benefits issues unique to bankruptcy and restructuring transactions.Close