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

Securing Your Estate Plan: Fundamentals of Retirement Plan Distributions After the SECURE Act

ALI CLE [American Law Institute Continuing Legal Education]

Sept. 29, 2022

The 2019 SECURE Act made some significant changes to the contribution rules and post-death distributions from a person’s retirement plan, forever affecting how estate plans must handle retirement benefits going forward. The Treasury Department’s February 2022 proposed regulations on required minimum distributions and designated beneficiaries provided some guidance, but left other questions open as well. Although much has remained the same, the changes require careful consideration to determine the best plan of action for each client. This webcast will break down those complexities for newer estate planners or those who have less experience working with retirement benefits.

Join Kathy Sherby, an ACTEC Fellow with decades of experience in integrating the planning for minimization of transfer tax and income tax with the required minimum distribution rules as she explores:

  • Lifetime contribution rules
  • New categories of beneficiaries
  • Post-death minimum distribution rules before, on, and after the “required beginning date”
  • How the 10 year rule works
  • Planning for minors or disabled or chronically ill beneficiaries
  • Planning options in the face of uncertainty
  • Top rules to remember in planning after the SECURE Act

More Information, How to Register

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