Search

The SECURE Act and Other Recent Developments in Estate Planning for Retirement Assets

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.
Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-23R-05
$45.00 or 0.75 credits
decrease increase

Faculty:

Robert K. Kirkland, Kirkland Woods & Martinsen LLP, Liberty, MO

Expires: 6/1/2025

Faculty:

Robert K. Kirkland, Kirkland Woods & Martinsen LLP, Liberty, MO

Expires: 6/1/2025

Products specifications
Program Date5/22 - 5/23/2023
Products specifications
Program Date5/22 - 5/23/2023
Product tags
Customers who bought this item also bought

Hit Refresh: Modifying Irrevocable Trusts

P9004-23R-11B
Determine how to draft to facilitate changes/updates, and what to do without that drafting, with special focus on consolidation, nonjudicial settlement agreements, late disclaimers, and decanting.
$60.00

A Practitioner’s Guide to the Illinois Trust Code – How to Address Common (and Not So Common) Issues

P9004-22E-04X
Review the impact of the Illinois Trust Code and learn steps you can take to resolve common and not so common issues.
$80.00

Best Practices for Fiduciary Communications During Estate (and Trust) Settlement - Striking a Balance Between What’s Required and What Actually Works

P9004-23R-11A
Learn to navigate communication and information sharing during the estate and trust settlement process, from filing the will to asset distribution and everything in between. Explore whether compliance with the statute is enough to keep the waters calm.
$60.00
Filters
Sort
display