Effective on January 1, 2020 (with a few minor exceptions), the SECURE Act brought a sea of change in estate planning for retirement benefits. This presentation will cover the latest developments with respect to the SECURE Act and other recent happenings in this area.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Robert K. Kirkland, Kirkland Woods & Martinsen LLP, Liberty, MO
Originally presented as part of the 65th Annual Estate Planning Short Course - 2022