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.
Drafting estate planning instruments for clients whose definition of family is one that is fluid and inclusive is more important than ever. Estate planning attorneys have traditionally been accustomed to drafting provisions that exclude family members but doing so without caution may invite a successful probate challenge or worse. In this interactive workshop participants will learn about: 1. Drafting for clients with chosen family, though their biological family members are alive, and no adoption ever took place 2. Designing provisions for Lawful Permanent Residents who have U.S. citizen children but who otherwise have primarily non-U.S. family. 3. Crafting provisions that address disproportionate gifting and that assist in avoiding probate and probate challenges
Discuss procedures for signing a will under the Electronic Wills and Remote Witnesses Act including, assembling a signed paper will with remote witnesses and creating certified paper copies of an electronic will.