The SECURE (“Setting Every Community Up for Retirement Enhancement” or “Sending Everyone Cowering Under Reduced Expectations”) Act brought a sea change in estate planning for retirement benefits. Understand the latest developments (as understood in 2021) with respect to retirement assets and other recent happenings in this area.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Elizabeth A. Garlovsky, Harrison & Held, LLP, Chicago
Robert K. Kirkland, Kirkland Woods & Martinsen LLP, Liberty, MO
Originally presented at the 64th Annual Estate Planning Short Course 2021