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View More American Law Institute Continuing Legal Education Group [ALI CLE] Webcasts and Conferences

IRA Planning After the SECURE Act

American Law Institute Continuing Legal Education Group [ALI CLE]

Sept. 16, 2020
12:00 pm - 1:00 pm ET

Join us for this practical video webcast and gain a real-world perspective on how the SECURE Act affects estate planning with retirement assets, specifically on how you can help your clients avoid the new minefields in IRA planning. You will learn:

  • The essential provisions of the SECURE Act, including the new distribution rules
  • How the SECURE Act intersects with the CARES Act
  • What has changed under the SECURE Act in IRA planning
  • What to look for in existing estate plans and how to amend them in light of the SECURE Act
  • Best practices for creating new estate plans

Questions may be submitted to the faulty at any time during the webcast. In addition, all registrants will receive a set of downloadable course materials to accompany the program.

Who Should Attend

This program will benefit estate planners and tax/financial advisors who seek an advanced, yet practical, understanding of the treatment of IRAs under the SECURE Act.

More Information, How to Register

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