Federal Income Taxation for Estate Planning & Administration 2023

The SECURE Act brought a sea of change in planning for the disposition of retirement assets. Recently issued proposed regulations answered some questions but created new ones. This session covers these and other developments in this important area.

Learn about the differences and similarities between estate planning and asset protection planning using examples from real client circumstances. While estate planning is recommended for all, asset protection planning, may be useful only to some. Asset protection planning uses different planning criteria and often treats and repositions assets differently. You will learn why planning timeframes for asset protection planning are different depending on the occurrence of potentially or obviously different triggering events and how to use a considered analysis of these two types of planning to better serve your clients and why some plans succeed, and others fail.

Learn about new law affecting this area in the last year.