(Webcast) Estate Planning with Retirement Benefits in Light of the SECURE Act

Wednesday, November 4, 2020 | 4:00 pm – 6:45 pm

Program Chair:
Kevin Matz
Stroock & Stroock & Lavan LLP

  • This program will address estate planning with retirement benefits in light of the SECURE Act. The program will first examine in depth the transformational rules that now apply to inherited retirement plan benefits (including individual retirement accounts [IRAs]. The program will thereafter address how our clients should now plan in the face of these new rules, including through the use of conduit trusts and accumulation trusts, as well as through charitable remainder trusts.

    Program Fee:
    $229 for Members | $329 for Nonmembers

    Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2018-2020), In-House/Corporate Counsel, Judges, or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

  • Lauren Dell
    Brown Advisory

    James R. Grimaldi
    Citrin Cooperman

  • 4:00 p.m. – 4:05 p.m.
    Program Introduction and Announcements

    4:05 p.m. – 4:50 p.m.
    Overview of the SECURE Act including detailed discussion of the Five Categories of Eligible Designated Beneficiaries 

    4:50 p.m. – 5:25 p.m.
    Discussion of the CARES Act and IRS Notice Relief for Required  Minimum Distributions; Discussion of Roth Conversations

    5:25 p.m. – 5:40 p.m.
    Break

    5:40 p.m. – 6:30 p.m.
    Planning with Trusts Under the SECURE Act, Including Problem Areas  and Open Issues for Which Guidance is Being Sought from in the US Department of Treasury

    6:30 p.m. – 6:45 p.m.
    Question & Answers

  • New York: 3.0 Skills
    New Jersey: 3.0 General
    California: 3.0 General
    Pennsylvania: 2.5 General
    Connecticut: Available to Licensed Attorneys

  • Sponsoring Association Committee:
    Estate & Gift Taxation, David E. Stutzman, Chair

    Sponsorship Opportunities are Available! Please Contact:
    Angie Avila, Manager, Membership Outreach and Sponsorships | (212) 382-6608 | aavila@nycbar.org