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What Does the SECURE Act Now Mean
for the Estate Planning World?

An In-Depth, Advanced-Level Analysis from the Experts

The SECURE Act has certainly left a lot of estate planning attorneys wondering what this all now means for their clients, particularly for those that have done standalone IRA Beneficiary Trusts.  Unfortunately, the SECURE Act is complex and has a number of different nuances within it that require your in-depth knowledge and expertise of what planning options are now the best fit for your clients and their circumstances.

Rather than trying to figure them out on your own, we highly recommend that you join us and nationally renowned estate planning attorneys and IRA Trust experts, Philip Kavesh and Ed Morrow, for a very special and timely presentation entitled, “An Advanced-Level Analysis of the SECURE Act”.

During this 90-minute program, you will find out:

  • What are the “guidelines” now for when IRA beneficiaries should receive distributions outright or in trust?
  • If the answer is in trust, what are the “guidelines” for when an accumulation with “spray features” makes sense?
  • Should such a spray trust be a part of the IRA owner’s Living Trust or part of a Standalone Beneficiary Trust?
  • What should you now do with all of those Standalone Beneficiary Trusts you’ve already drafted? (Revoke or amend them?)
  • If you choose to amend an existing Standalone Beneficiary Trust, what key provisions should be changed and how?
  • Do IRA Beneficiary Designations Forms now need to be changed and how?
  • What are the special considerations and planning options for “eligible designated beneficiaries” who may still qualify for life expectancy “stretch” of RMDs?
  • For EDBs, should you use conduit, accumulation or some type of hybrid trust?
  • How does the “ghost life expectancy” rule now work and when would it be better than the 10-year rule? (And how can you take advantage of it?)
  • What additional questions have been left unanswered by the SECURE Act that you need to plan for?
  • And much, much more!

Your purchase includes: Downloadable PDF handout materials and MP3 audio recording. A PDF transcript may be added on for an additional fee during the checkout process.

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Includes: PDF handout materials and MP3 audio recording of 90-minute program.  The PDF transcripts may be added for additional fee at checkout.

SKU PJK030320ODP

ABOUT THE SPEAKER

Edwin P. Morrow III

J.D., LL.M., MBA, CFP®, CM&AA®
Edwin P. Morrow III

Ed is currently the Regional Wealth Strategist for the eastern U.S. for U.S. Bank’s Private Wealth Management, where he concentrates on thought leadership and planning ideas for high net worth clientele in tax, asset protection and estate planning areas. Previously, he was a Director in Key Private Bank’s Family Wealth Advisory Group, analyzing tax, trust and estate planning needs of ultra high net worth clients of Key Private Bank nationwide in conjunction with local teams of credentialled financial planners, trust officers, investment specialists and private bankers. Ed was previously in private law practice working in taxation, probate, estate and business…

Philip J. Kavesh

J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Philip J. Kavesh

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning. Phil has earned significant recognition and accolades over his approximately 33 years of practice as an estate planning attorney. Phil holds a Master’s Degree (LL.M.) in Tax Law and is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations. Phil has served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil…

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.